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 | $173,232 | $183,519-5.6% | $155,509+11.4% | $145,922+18.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,752 | $5,313+27.1% | $4,672+44.5% | $4,660+44.9% |
| Participant deferral / active EE | $4,016 | $6,462-37.9% | $5,626-28.6% | $6,688-40.0% |
| Admin fee / account holder | $309 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |