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 | $234,793 | $124,319+88.9% | $111,297+111.0% | $167,490+40.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.88% | 37.44%-28.6pp | 54.65%-45.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $8,765 | $3,435+155.2% | $2,731+221.0% | $4,837+81.2% |
| Participant deferral / active EE | $5,037 | $5,180-2.8% | $4,487+12.3% | $6,341-20.6% |
| Admin fee / account holder | $6,062 | $10,618-42.9% | $7,964-23.9% | $12,309-50.7% |