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 | $100,222 | $111,724-10.3% | $93,606+7.1% | $145,922-31.3% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 6.27% | 202.98%-196.7pp | 133.20%-126.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $3,285 | $3,090+6.3% | $2,420+35.7% | $4,660-29.5% |
| Participant deferral / active EE | $8,428 | $4,912+71.6% | $4,411+91.0% | $6,688+26.0% |
| Admin fee / account holder | $10,253 | $10,2500% | $8,285+23.8% | $13,397-23.5% |