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 | $211,706 | $107,334+97.2% | $92,893+127.9% | $152,861+38.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 2.82% | 145.58%-142.8pp | 109.41%-106.6pp | 345.32%-342.5pp |
| Employer contribution / active EE | $14,402 | $4,221+241.2% | $3,653+294.3% | $4,762+202.4% |
| Participant deferral / active EE | $8,333 | $4,845+72.0% | $4,236+96.7% | $5,850+42.4% |
| Admin fee / account holder | $4,223 | $7,079-40.4% | $5,794-27.1% | $11,596-63.6% |