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 | $207,786 | $183,519+13.2% | $155,509+33.6% | $145,922+42.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.00% | 61.17%-55.2pp | 64.67%-58.7pp | 561.29%-555.3pp |
| Employer contribution / active EE | $13,898 | $5,313+161.6% | $4,672+197.4% | $4,660+198.3% |
| Participant deferral / active EE | $1,881 | $6,462-70.9% | $5,626-66.6% | $6,688-71.9% |
| Admin fee / account holder | $891 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |