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 | $209,701 | $159,602+31.4% | $150,045+39.8% | $142,382+47.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 12.28% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,939 | $4,961-40.8% | $4,693-37.4% | $4,299-31.6% |
| Participant deferral / active EE | $6,495 | $8,310-21.8% | $7,997-18.8% | $6,507-0.2% |
| Admin fee / account holder | $6,699 | $14,846-54.9% | $13,435-50.1% | $12,624-46.9% |