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 | $171,517 | $48,570+253.1% | $130,648+31.3% | $72,985+135.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 15.85% | 38.63%-22.8pp | 1708.96%-1693.1pp | 81.00%-65.2pp |
| Employer contribution / active EE | $7,421 | $1,334+456.3% | $4,092+81.4% | $2,440+204.2% |
| Participant deferral / active EE | $4,076 | $2,384+71.0% | $3,603+13.1% | $3,607+13.0% |
| Admin fee / account holder | $3,120 | $3,549-12.1% | $5,464-42.9% | $5,124-39.1% |