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 | $141,422 | $105,181+34.5% | $159,436-11.3% | $85,850+64.7% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 10.49% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $5,177 | $3,318+56.0% | $4,829+7.2% | $2,565+101.8% |
| Participant deferral / active EE | $10,900 | $5,945+83.3% | $7,352+48.3% | $3,952+175.8% |
| Admin fee / account holder | $4,313 | $6,933-37.8% | $10,799-60.1% | $6,260-31.1% |