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 | $205,183 | $114,381+79.4% | $107,525+90.8% | $142,382+44.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.43% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,182 | $4,015-45.7% | $3,754-41.9% | $4,299-49.3% |
| Participant deferral / active EE | $7,422 | $5,564+33.4% | $5,116+45.1% | $6,507+14.1% |
| Admin fee / account holder | $19,864 | $9,860+101.5% | $8,919+122.7% | $12,624+57.4% |