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 | $215,428 | $159,602+35.0% | $150,045+43.6% | $142,382+51.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 6.05% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $29,283 | $4,961+490.3% | $4,693+524.0% | $4,299+581.1% |
| Participant deferral / active EE | $6,262 | $8,310-24.6% | $7,997-21.7% | $6,507-3.8% |
| Admin fee / account holder | $5,883 | $14,846-60.4% | $13,435-56.2% | $12,624-53.4% |