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 | $191,157 | $104,974+82.1% | $95,585+100.0% | $142,382+34.3% |
| Participation rate | 92.9% | 75.0%+17.9pp | 72.1%+20.8pp | 80.1%+12.7pp |
| Annual return | 9.85% | 210.33%-200.5pp | 38.56%-28.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $10,818 | $2,779+289.3% | $2,527+328.2% | $4,299+151.6% |
| Participant deferral / active EE | $5,512 | $4,352+26.7% | $4,023+37.0% | $6,507-15.3% |
| Admin fee / account holder | $6,367 | $6,386-0.3% | $6,127+3.9% | $12,624-49.6% |