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 | $50,760 | $49,173+3.2% | $121,098-58.1% | $75,163-32.5% |
| Participation rate | 76.0% | 55.4%+20.6pp | 69.5%+6.5pp | 67.2%+8.8pp |
| Annual return | 12.45% | 55.99%-43.5pp | 985.75%-973.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,570 | $1,546+66.3% | $4,164-38.3% | $2,670-3.8% |
| Participant deferral / active EE | $5,401 | $2,628+105.5% | $4,080+32.4% | $4,125+30.9% |
| Admin fee / account holder | $8,209 | $3,942+108.3% | $5,644+45.4% | $5,651+45.3% |