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 | $201,109 | $114,381+75.8% | $107,525+87.0% | $142,382+41.2% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 8.01% | 242.71%-234.7pp | 181.32%-173.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,461 | $4,015-63.6% | $3,754-61.1% | $4,299-66.0% |
| Participant deferral / active EE | $3,034 | $5,564-45.5% | $5,116-40.7% | $6,507-53.4% |
| Admin fee / account holder | $12,215 | $9,860+23.9% | $8,919+37.0% | $12,624-3.2% |