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 | $183,714 | $74,888+145.3% | $71,209+158.0% | $142,382+29.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.04% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,222 | $2,854-57.2% | $2,721-55.1% | $4,299-71.6% |
| Participant deferral / active EE | $8,782 | $4,454+97.1% | $4,175+110.3% | $6,507+35.0% |
| Admin fee / account holder | $1,663 | $5,568-70.1% | $5,349-68.9% | $12,624-86.8% |