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 | $81,774 | $57,281+42.8% | $86,612-5.6% | $75,163+8.8% |
| Participation rate | 81.3% | 63.2%+18.1pp | 71.7%+9.6pp | 67.2%+14.1pp |
| Annual return | 12.22% | 2670.75%-2658.5pp | 591.07%-578.9pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,038 | $2,314-11.9% | $3,022-32.6% | $2,670-23.6% |
| Participant deferral / active EE | $5,696 | $3,318+71.7% | $4,438+28.4% | $4,125+38.1% |
| Admin fee / account holder | $6,377 | $4,112+55.1% | $5,614+13.6% | $5,651+12.8% |