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 | $231,479 | $176,056+31.5% | $159,436+45.2% | $167,490+38.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.84% | 331.75%-328.9pp | 263.57%-260.7pp | 478.56%-475.7pp |
| Employer contribution / active EE | $14,062 | $5,297+165.5% | $4,829+191.2% | $4,837+190.7% |
| Participant deferral / active EE | $4,417 | $7,750-43.0% | $7,352-39.9% | $6,341-30.4% |
| Admin fee / account holder | $10,005 | $12,554-20.3% | $10,799-7.3% | $12,309-18.7% |