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 | $132,444 | $115,770+14.4% | $101,248+30.8% | $158,922-16.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 4.51% | 56.14%-51.6pp | 46.47%-42.0pp | 302.83%-298.3pp |
| Employer contribution / active EE | $3,062 | $4,175-26.7% | $3,660-16.3% | $4,761-35.7% |
| Participant deferral / active EE | $6,562 | $4,957+32.4% | $4,370+50.1% | $5,982+9.7% |
| Admin fee / account holder | $12,734 | $7,245+75.8% | $5,945+114.2% | $11,246+13.2% |