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 9-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 | $188,371 | $95,266+97.7% | $82,389+128.6% | $142,382+32.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.25% | 25.74%-16.5pp | 28.67%-19.4pp | 217.08%-207.8pp |
| Employer contribution / active EE | $14,697 | $2,991+391.3% | $2,517+483.9% | $4,299+241.8% |
| Participant deferral / active EE | $18,058 | $4,809+275.5% | $4,155+334.7% | $6,507+177.5% |
| Admin fee / account holder | $938 | $8,563-89.0% | $7,231-87.0% | $12,624-92.6% |