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 | $226,096 | $157,256+43.8% | $141,162+60.2% | $152,861+47.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 12.25% | 64.32%-52.1pp | 71.39%-59.1pp | 345.32%-333.1pp |
| Employer contribution / active EE | $2,130 | $5,261-59.5% | $4,735-55.0% | $4,762-55.3% |
| Participant deferral / active EE | $6,142 | $7,109-13.6% | $6,709-8.5% | $5,850+5.0% |
| Admin fee / account holder | $324 | $12,120-97.3% | $10,261-96.8% | $11,596-97.2% |