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 | $233,861 | $201,272+16.2% | $184,203+27.0% | $145,922+60.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.74% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $6,614 | $7,022-5.8% | $6,427+2.9% | $4,660+42.0% |
| Participant deferral / active EE | $15,533 | $9,806+58.4% | $9,131+70.1% | $6,688+132.3% |
| Admin fee / account holder | $953 | $16,364-94.2% | $13,901-93.1% | $13,397-92.9% |