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 | $211,999 | $209,411+1.2% | $178,490+18.8% | $158,922+33.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.21% | 188.75%-183.5pp | 151.07%-145.9pp | 302.83%-297.6pp |
| Employer contribution / active EE | $9,896 | $5,706+73.4% | $5,011+97.5% | $4,761+107.8% |
| Participant deferral / active EE | $5,490 | $5,954-7.8% | $5,202+5.5% | $5,982-8.2% |
| Admin fee / account holder | $65,905 | $17,074+286.0% | $13,984+371.3% | $11,246+486.0% |