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 | $172,158 | $198,466-13.3% | $170,442+1.0% | $147,584+16.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.69% | 257.29%-248.6pp | 205.93%-197.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $3,138 | $6,184-49.2% | $5,433-42.2% | $4,876-35.6% |
| Participant deferral / active EE | $15,191 | $5,629+169.9% | $4,939+207.6% | $5,439+179.3% |
| Admin fee / account holder | $2,080 | $16,852-87.7% | $13,880-85.0% | $10,885-80.9% |