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 | $129,793 | $74,888+73.3% | $71,209+82.3% | $142,382-8.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 6.34% | 345.14%-338.8pp | 282.51%-276.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,524 | $2,854-46.6% | $2,721-44.0% | $4,299-64.5% |
| Participant deferral / active EE | $6,398 | $4,454+43.6% | $4,175+53.2% | $6,507-1.7% |
| Admin fee / account holder | $2,704 | $5,568-51.4% | $5,349-49.4% | $12,624-78.6% |