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 | $195,137 | $179,726+8.6% | $156,263+24.9% | $142,382+37.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.06% | 77.86%-71.8pp | 59.47%-53.4pp | 217.08%-211.0pp |
| Employer contribution / active EE | $29,907 | $5,069+490.0% | $4,333+590.2% | $4,299+595.7% |
| Participant deferral / active EE | $7,151 | $6,956+2.8% | $6,158+16.1% | $6,507+9.9% |
| Admin fee / account holder | $5,838 | $17,272-66.2% | $14,255-59.0% | $12,624-53.8% |