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 8-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 | $98,081 | $68,346+43.5% | $94,646+3.6% | $75,163+30.5% |
| Participation rate | 70.6% | 76.1%-5.5pp | 80.8%-10.2pp | 67.2%+3.4pp |
| Annual return | 14.72% | 616.93%-602.2pp | 156.71%-142.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,195 | $2,701+18.3% | $3,672-13.0% | $2,670+19.7% |
| Participant deferral / active EE | $6,130 | $6,537-6.2% | $7,418-17.4% | $4,125+48.6% |
| Admin fee / account holder | $462 | $5,326-91.3% | $7,231-93.6% | $5,651-91.8% |