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 | $141,777 | $74,888+89.3% | $71,209+99.1% | $142,382-0.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 10.97% | 345.14%-334.2pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,398 | $2,854+89.1% | $2,721+98.4% | $4,299+25.6% |
| Participant deferral / active EE | $5,397 | $4,454+21.2% | $4,175+29.3% | $6,507-17.1% |
| Admin fee / account holder | $11,541 | $5,568+107.3% | $5,349+115.8% | $12,624-8.6% |