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 | $169,890 | $177,572-4.3% | $154,803+9.7% | $142,382+19.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.70% | 65.07%-58.4pp | 58.88%-52.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $2,046 | $4,810-57.5% | $4,305-52.5% | $4,299-52.4% |
| Participant deferral / active EE | $12,945 | $6,272+106.4% | $5,540+133.7% | $6,507+98.9% |
| Admin fee / account holder | $3,764 | $16,786-77.6% | $14,329-73.7% | $12,624-70.2% |