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 | $232,108 | $159,602+45.4% | $150,045+54.7% | $142,382+63.0% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 11.66% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,239 | $4,961-14.5% | $4,693-9.7% | $4,299-1.4% |
| Participant deferral / active EE | $4,643 | $8,310-44.1% | $7,997-41.9% | $6,507-28.6% |
| Admin fee / account holder | $1,771 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |