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 8-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 | $227,134 | $114,381+98.6% | $107,525+111.2% | $142,382+59.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.75% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $21,475 | $4,015+434.9% | $3,754+472.1% | $4,299+399.5% |
| Participant deferral / active EE | $7,832 | $5,564+40.8% | $5,116+53.1% | $6,507+20.4% |
| Admin fee / account holder | $1,524 | $9,860-84.5% | $8,919-82.9% | $12,624-87.9% |