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 | $118,173 | $77,314+52.8% | $177,989-33.6% | $80,856+46.2% |
| Participation rate | 82.8% | 65.7%+17.1pp | 77.1%+5.7pp | 67.6%+15.1pp |
| Annual return | 9.31% | 18.09%-8.8pp | 294.48%-285.2pp | 35.59%-26.3pp |
| Employer contribution / active EE | $8,499 | $2,292+270.8% | $3,949+115.2% | $2,755+208.5% |
| Participant deferral / active EE | $6,974 | $4,411+58.1% | $6,276+11.1% | $4,296+62.3% |
| Admin fee / account holder | $14,828 | $7,191+106.2% | $10,363+43.1% | $6,918+114.3% |