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 | $208,888 | $124,281+68.1% | $109,143+91.4% | $167,490+24.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 7.64% | 26.04%-18.4pp | 25.75%-18.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $4,116 | $4,207-2.2% | $3,722+10.6% | $4,837-14.9% |
| Participant deferral / active EE | $9,713 | $5,255+84.8% | $4,653+108.7% | $6,341+53.2% |
| Admin fee / account holder | $93,171 | $7,970+1069.1% | $6,752+1279.9% | $12,309+656.9% |