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 | $165,036 | $165,335-0.2% | $149,696+10.2% | $158,922+3.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.22% | 348.15%-344.9pp | 276.60%-273.4pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,950 | $5,103-42.2% | $4,644-36.5% | $4,761-38.0% |
| Participant deferral / active EE | $7,624 | $7,181+6.2% | $6,842+11.4% | $5,982+27.4% |
| Admin fee / account holder | $6,417 | $10,807-40.6% | $9,309-31.1% | $11,246-42.9% |