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 | $212,578 | $157,256+35.2% | $141,162+50.6% | $152,861+39.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.05% | 64.32%-62.3pp | 71.39%-69.3pp | 345.32%-343.3pp |
| Employer contribution / active EE | $7,908 | $5,261+50.3% | $4,735+67.0% | $4,762+66.1% |
| Participant deferral / active EE | $8,591 | $7,109+20.8% | $6,709+28.1% | $5,850+46.9% |
| Admin fee / account holder | $7,819 | $12,120-35.5% | $10,261-23.8% | $11,596-32.6% |