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 | $150,209 | $115,770+29.7% | $101,248+48.4% | $158,922-5.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 5.67% | 56.14%-50.5pp | 46.47%-40.8pp | 302.83%-297.2pp |
| Employer contribution / active EE | $2,925 | $4,175-29.9% | $3,660-20.1% | $4,761-38.6% |
| Participant deferral / active EE | $7,463 | $4,957+50.6% | $4,370+70.8% | $5,982+24.8% |
| Admin fee / account holder | $15,528 | $7,245+114.3% | $5,945+161.2% | $11,246+38.1% |