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 | $171,553 | $103,376+65.9% | $87,100+97.0% | $152,861+12.2% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 3.34% | 28.10%-24.8pp | 28.19%-24.8pp | 345.32%-342.0pp |
| Employer contribution / active EE | $18,555 | $3,220+476.2% | $2,521+635.9% | $4,762+289.6% |
| Participant deferral / active EE | $8,226 | $4,778+72.2% | $4,049+103.2% | $5,850+40.6% |
| Admin fee / account holder | $2,303 | $12,205-81.1% | $7,497-69.3% | $11,596-80.1% |