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 | $241,067 | $159,602+51.0% | $150,045+60.7% | $142,382+69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.15% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,071 | $4,961-38.1% | $4,693-34.6% | $4,299-28.6% |
| Participant deferral / active EE | $4,298 | $8,310-48.3% | $7,997-46.3% | $6,507-34.0% |
| Admin fee / account holder | $2,574 | $14,846-82.7% | $13,435-80.8% | $12,624-79.6% |