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 | $248,878 | $127,065+95.9% | $113,168+119.9% | $142,382+74.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.16% | 24.03%-16.9pp | 24.27%-17.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,571 | $3,442-25.3% | $2,975-13.6% | $4,299-40.2% |
| Participant deferral / active EE | $10,310 | $5,716+80.4% | $5,107+101.9% | $6,507+58.4% |
| Admin fee / account holder | $1,144 | $15,736-92.7% | $12,068-90.5% | $12,624-90.9% |