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 | $152,380 | $77,145+97.5% | $108,410+40.6% | $85,850+77.5% |
| Participation rate | 84.4% | 74.7%+9.7pp | 80.1%+4.2pp | 69.3%+15.1pp |
| Annual return | 11.64% | 44.54%-32.9pp | 905.27%-893.6pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,213 | $2,379-7.0% | $3,558-37.8% | $2,565-13.7% |
| Participant deferral / active EE | $3,942 | $5,566-29.2% | $6,563-39.9% | $3,952-0.2% |
| Admin fee / account holder | $1,500 | $5,172-71.0% | $7,295-79.4% | $6,260-76.0% |