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 | $124,637 | $54,705+127.8% | $71,209+75.0% | $84,808+47.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.14% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,170 | $2,158+93.2% | $2,721+53.2% | $2,631+58.5% |
| Participant deferral / active EE | $6,689 | $3,030+120.7% | $4,175+60.2% | $4,212+58.8% |
| Admin fee / account holder | $15,861 | $4,863+226.1% | $5,349+196.5% | $7,344+116.0% |