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 | $222,807 | $74,888+197.5% | $71,209+212.9% | $142,382+56.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 8.96% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,214 | $2,854-22.4% | $2,721-18.6% | $4,299-48.5% |
| Participant deferral / active EE | $2,214 | $4,454-50.3% | $4,175-47.0% | $6,507-66.0% |
| Admin fee / account holder | $3,080 | $5,568-44.7% | $5,349-42.4% | $12,624-75.6% |