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 | $217,928 | $165,335+31.8% | $149,696+45.6% | $158,922+37.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.92% | 348.15%-340.2pp | 276.60%-268.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $14,609 | $5,103+186.3% | $4,644+214.6% | $4,761+206.8% |
| Participant deferral / active EE | $9,500 | $7,181+32.3% | $6,842+38.9% | $5,982+58.8% |
| Admin fee / account holder | $1,996 | $10,807-81.5% | $9,309-78.6% | $11,246-82.2% |