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 | $228,461 | $106,890+113.7% | $84,015+171.9% | $152,861+49.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 2.61% | 104.99%-102.4pp | 71.31%-68.7pp | 345.32%-342.7pp |
| Employer contribution / active EE | $2,234 | $2,734-18.3% | $1,983+12.6% | $4,762-53.1% |
| Participant deferral / active EE | $8,264 | $4,011+106.0% | $3,239+155.2% | $5,850+41.3% |
| Admin fee / account holder | $27,099 | $8,285+227.1% | $6,101+344.2% | $11,596+133.7% |