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 | $91,257 | $74,888+21.9% | $71,209+28.2% | $142,382-35.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 11.63% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,157 | $2,854-24.4% | $2,721-20.7% | $4,299-49.8% |
| Participant deferral / active EE | $5,800 | $4,454+30.2% | $4,175+38.9% | $6,507-10.9% |
| Admin fee / account holder | $482 | $5,568-91.3% | $5,349-91.0% | $12,624-96.2% |