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 | $104,086 | $71,050+46.5% | $93,606+11.2% | $80,856+28.7% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.6%+26.3pp |
| Annual return | 7.97% | 11.26%-3.3pp | 133.20%-125.2pp | 35.59%-27.6pp |
| Employer contribution / active EE | $7,464 | $1,564+377.4% | $2,420+208.5% | $2,755+170.9% |
| Participant deferral / active EE | $5,198 | $4,034+28.9% | $4,411+17.8% | $4,296+21.0% |
| Admin fee / account holder | $4,528 | $6,945-34.8% | $8,285-45.3% | $6,918-34.5% |