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 | $215,667 | $209,411+3.0% | $178,490+20.8% | $158,922+35.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.20% | 188.75%-182.5pp | 151.07%-144.9pp | 302.83%-296.6pp |
| Employer contribution / active EE | $7,289 | $5,706+27.7% | $5,011+45.5% | $4,761+53.1% |
| Participant deferral / active EE | $6,602 | $5,954+10.9% | $5,202+26.9% | $5,982+10.4% |
| Admin fee / account holder | $29,669 | $17,074+73.8% | $13,984+112.2% | $11,246+163.8% |