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 | $150,556 | $85,766+75.5% | $136,294+10.5% | $70,131+114.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.49% | 31.45%-20.0pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $4,733 | $2,966+59.6% | $4,695+0.8% | $2,342+102.1% |
| Participant deferral / active EE | $4,735 | $5,051-6.3% | $6,247-24.2% | $3,332+42.1% |
| Admin fee / account holder | $1,554 | $5,420-71.3% | $9,243-83.2% | $4,645-66.5% |