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 | $179,076 | $114,381+56.6% | $107,525+66.5% | $142,382+25.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.21% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $4,656 | $4,015+16.0% | $3,754+24.0% | $4,299+8.3% |
| Participant deferral / active EE | $8,846 | $5,564+59.0% | $5,116+72.9% | $6,507+35.9% |
| Admin fee / account holder | $11,772 | $9,860+19.4% | $8,919+32.0% | $12,624-6.7% |