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 | $214,098 | $102,604+108.7% | $86,188+148.4% | $139,434+53.5% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 8.04% | 1922.51%-1914.5pp | 1168.45%-1160.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,766 | $3,032-41.8% | $2,380-25.8% | $4,751-62.8% |
| Participant deferral / active EE | $3,259 | $4,676-30.3% | $3,985-18.2% | $6,710-51.4% |
| Admin fee / account holder | $3,218 | $8,657-62.8% | $6,852-53.0% | $11,403-71.8% |