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 | $236,188 | $165,335+42.9% | $149,696+57.8% | $158,922+48.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 4.93% | 348.15%-343.2pp | 276.60%-271.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $9,143 | $5,103+79.2% | $4,644+96.9% | $4,761+92.0% |
| Participant deferral / active EE | $7,361 | $7,181+2.5% | $6,842+7.6% | $5,982+23.0% |
| Admin fee / account holder | $20,568 | $10,807+90.3% | $9,309+121.0% | $11,246+82.9% |