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 | $151,738 | $177,572-14.5% | $154,803-2.0% | $142,382+6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.93% | 65.07%-58.1pp | 58.88%-52.0pp | 217.08%-210.1pp |
| Employer contribution / active EE | $9,664 | $4,810+100.9% | $4,305+124.5% | $4,299+124.8% |
| Participant deferral / active EE | $10,227 | $6,272+63.1% | $5,540+84.6% | $6,507+57.2% |
| Admin fee / account holder | $14,188 | $16,786-15.5% | $14,329-1.0% | $12,624+12.4% |