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 | $118,414 | $112,096+5.6% | $95,952+23.4% | $158,922-25.5% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 5.67% | 171.09%-165.4pp | 91.61%-85.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,117 | $3,198-65.1% | $2,541-56.0% | $4,761-76.5% |
| Participant deferral / active EE | $1,784 | $4,784-62.7% | $4,167-57.2% | $5,982-70.2% |
| Admin fee / account holder | $1,179 | $10,130-88.4% | $6,795-82.7% | $11,246-89.5% |