See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,705 | $152,587+19.1% | $125,175+45.2% | $152,861+18.9% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 8.86% | 54.84%-46.0pp | 43.79%-34.9pp | 345.32%-336.5pp |
| Employer contribution / active EE | $4,277 | $4,946-13.5% | $3,865+10.7% | $4,762-10.2% |
| Participant deferral / active EE | $8,618 | $5,868+46.9% | $4,937+74.6% | $5,850+47.3% |
| Admin fee / account holder | $4,671 | $13,434-65.2% | $9,702-51.9% | $11,596-59.7% |