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 | $127,449 | $65,409+94.8% | $98,442+29.5% | $85,850+48.5% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.3pp | 69.3%+23.3pp |
| Annual return | 7.54% | 21.76%-14.2pp | 1492.73%-1485.2pp | 318.53%-311.0pp |
| Employer contribution / active EE | $492 | $2,168-77.3% | $2,960-83.4% | $2,565-80.8% |
| Participant deferral / active EE | $7,422 | $3,166+134.4% | $4,276+73.6% | $3,952+87.8% |
| Admin fee / account holder | $6,492 | $4,593+41.4% | $5,949+9.1% | $6,260+3.7% |