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 | $110,516 | $99,918+10.6% | $81,382+35.8% | $145,922-24.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.61% | 34.32%-30.7pp | 24.73%-21.1pp | 561.29%-557.7pp |
| Employer contribution / active EE | $9,633 | $2,978+223.5% | $2,463+291.2% | $4,660+106.7% |
| Participant deferral / active EE | $11,594 | $4,605+151.8% | $3,883+198.6% | $6,688+73.4% |
| Admin fee / account holder | $85,200 | $8,212+937.5% | $5,768+1377.0% | $13,397+536.0% |