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 5-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 | $201,845 | $177,572+13.7% | $154,803+30.4% | $142,382+41.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 8.04% | 65.07%-57.0pp | 58.88%-50.8pp | 217.08%-209.0pp |
| Employer contribution / active EE | $7,378 | $4,810+53.4% | $4,305+71.4% | $4,299+71.6% |
| Participant deferral / active EE | $11,750 | $6,272+87.4% | $5,540+112.1% | $6,507+80.6% |
| Admin fee / account holder | $38,818 | $16,786+131.3% | $14,329+170.9% | $12,624+207.5% |