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 | $186,416 | $217,402-14.3% | $185,823+0.3% | $167,490+11.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.37% | 148.36%-141.0pp | 122.05%-114.7pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,794 | $5,873-52.4% | $5,167-45.9% | $4,837-42.2% |
| Participant deferral / active EE | $9,541 | $6,356+50.1% | $5,568+71.4% | $6,341+50.5% |
| Admin fee / account holder | $3,048 | $19,811-84.6% | $16,237-81.2% | $12,309-75.2% |