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 | $158,711 | $114,381+38.8% | $107,525+47.6% | $142,382+11.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.53% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,224 | $4,015+5.2% | $3,754+12.5% | $4,299-1.7% |
| Participant deferral / active EE | $11,787 | $5,564+111.8% | $5,116+130.4% | $6,507+81.1% |
| Admin fee / account holder | $3,480 | $9,860-64.7% | $8,919-61.0% | $12,624-72.4% |