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 | $190,407 | $107,334+77.4% | $92,893+105.0% | $152,861+24.6% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 2.93% | 145.58%-142.7pp | 109.41%-106.5pp | 345.32%-342.4pp |
| Employer contribution / active EE | $4,749 | $4,221+12.5% | $3,653+30.0% | $4,762-0.3% |
| Participant deferral / active EE | $6,018 | $4,845+24.2% | $4,236+42.1% | $5,850+2.9% |
| Admin fee / account holder | $1,286 | $7,079-81.8% | $5,794-77.8% | $11,596-88.9% |