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 | $163,432 | $106,890+52.9% | $84,015+94.5% | $152,861+6.9% |
| Participation rate | 82.4% | 75.2%+7.1pp | 69.0%+13.3pp | 82.4%-0.1pp |
| Annual return | 2.89% | 104.99%-102.1pp | 71.31%-68.4pp | 345.32%-342.4pp |
| Employer contribution / active EE | $2,626 | $2,734-4.0% | $1,983+32.4% | $4,762-44.9% |
| Participant deferral / active EE | $7,150 | $4,011+78.2% | $3,239+120.8% | $5,850+22.2% |
| Admin fee / account holder | $377 | $8,285-95.5% | $6,101-93.8% | $11,596-96.8% |