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 | $206,075 | $175,202+17.6% | $149,673+37.7% | $139,434+47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.56% | 166.71%-156.1pp | 134.42%-123.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $8,555 | $5,474+56.3% | $4,818+77.6% | $4,751+80.1% |
| Participant deferral / active EE | $15,948 | $6,519+144.7% | $5,680+180.8% | $6,710+137.7% |
| Admin fee / account holder | $1,902 | $16,150-88.2% | $13,210-85.6% | $11,403-83.3% |