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 | $120,222 | $115,770+3.8% | $101,248+18.7% | $158,922-24.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.33% | 56.14%-49.8pp | 46.47%-40.1pp | 302.83%-296.5pp |
| Employer contribution / active EE | $4,598 | $4,175+10.1% | $3,660+25.6% | $4,761-3.4% |
| Participant deferral / active EE | $9,405 | $4,957+89.7% | $4,370+115.2% | $5,982+57.2% |
| Admin fee / account holder | $22,266 | $7,245+207.3% | $5,945+274.5% | $11,246+98.0% |