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 | $242,284 | $148,534+63.1% | $135,903+78.3% | $139,434+73.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.89% | 79.19%-71.3pp | 68.23%-60.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,586 | $5,243-50.7% | $4,856-46.7% | $4,751-45.6% |
| Participant deferral / active EE | $8,503 | $8,100+5.0% | $7,758+9.6% | $6,710+26.7% |
| Admin fee / account holder | $1,181 | $12,400-90.5% | $10,762-89.0% | $11,403-89.6% |