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 | $124,581 | $54,705+127.7% | $71,209+75.0% | $84,808+46.9% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 11.97% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,824 | $2,158+30.9% | $2,721+3.8% | $2,631+7.3% |
| Participant deferral / active EE | $5,529 | $3,030+82.5% | $4,175+32.4% | $4,212+31.3% |
| Admin fee / account holder | $2,861 | $4,863-41.2% | $5,349-46.5% | $7,344-61.0% |