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 | $190,425 | $177,572+7.2% | $154,803+23.0% | $142,382+33.7% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.1%-7.2pp | 80.1%-9.3pp |
| Annual return | 10.15% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,889 | $4,810-60.7% | $4,305-56.1% | $4,299-56.0% |
| Participant deferral / active EE | $3,505 | $6,272-44.1% | $5,540-36.7% | $6,507-46.1% |
| Admin fee / account holder | $21,955 | $16,786+30.8% | $14,329+53.2% | $12,624+73.9% |