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 | $178,182 | $165,335+7.8% | $149,696+19.0% | $158,922+12.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 7.98% | 348.15%-340.2pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,066 | $5,103-59.5% | $4,644-55.5% | $4,761-56.6% |
| Participant deferral / active EE | $4,162 | $7,181-42.0% | $6,842-39.2% | $5,982-30.4% |
| Admin fee / account holder | $2,414 | $10,807-77.7% | $9,309-74.1% | $11,246-78.5% |