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 | $170,114 | $104,974+62.1% | $95,585+78.0% | $142,382+19.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 5.64% | 210.33%-204.7pp | 38.56%-32.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,652 | $2,779-4.5% | $2,527+5.0% | $4,299-38.3% |
| Participant deferral / active EE | $4,123 | $4,352-5.3% | $4,023+2.5% | $6,507-36.6% |
| Admin fee / account holder | $15,468 | $6,386+142.2% | $6,127+152.4% | $12,624+22.5% |