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 | $223,671 | $118,849+88.2% | $96,562+131.6% | $167,490+33.5% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 7.99% | 50.49%-42.5pp | 37.78%-29.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $10,396 | $3,120+233.2% | $2,356+341.1% | $4,837+114.9% |
| Participant deferral / active EE | $13,450 | $4,616+191.4% | $3,849+249.5% | $6,341+112.1% |
| Admin fee / account holder | $10,946 | $8,065+35.7% | $6,181+77.1% | $12,309-11.1% |