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 | $169,607 | $189,613-10.6% | $167,512+1.3% | $142,382+19.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 6.93% | 2024.68%-2017.8pp | 1615.79%-1608.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,329 | $4,349-46.4% | $3,882-40.0% | $4,299-45.8% |
| Participant deferral / active EE | $9,179 | $6,981+31.5% | $6,405+43.3% | $6,507+41.1% |
| Admin fee / account holder | $11,165 | $10,528+6.0% | $9,769+14.3% | $12,624-11.6% |