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 | $152,059 | $189,613-19.8% | $167,512-9.2% | $142,382+6.8% |
| Participation rate | 85.0% | 80.1%+4.9pp | 77.1%+7.9pp | 80.1%+4.9pp |
| Annual return | 9.94% | 2024.68%-2014.7pp | 1615.79%-1605.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,500 | $4,349-65.5% | $3,882-61.4% | $4,299-65.1% |
| Participant deferral / active EE | $4,292 | $6,981-38.5% | $6,405-33.0% | $6,507-34.0% |
| Admin fee / account holder | $2,867 | $10,528-72.8% | $9,769-70.7% | $12,624-77.3% |