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 | $155,749 | $115,770+34.5% | $101,248+53.8% | $158,922-2.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 4.99% | 56.14%-51.1pp | 46.47%-41.5pp | 302.83%-297.8pp |
| Employer contribution / active EE | $4,710 | $4,175+12.8% | $3,660+28.7% | $4,761-1.1% |
| Participant deferral / active EE | $4,632 | $4,957-6.6% | $4,370+6.0% | $5,982-22.6% |
| Admin fee / account holder | $2,625 | $7,245-63.8% | $5,945-55.9% | $11,246-76.7% |