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 | $221,933 | $175,202+26.7% | $149,673+48.3% | $139,434+59.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 6.70% | 166.71%-160.0pp | 134.42%-127.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $18,754 | $5,474+242.6% | $4,818+289.3% | $4,751+294.7% |
| Participant deferral / active EE | $9,242 | $6,519+41.8% | $5,680+62.7% | $6,710+37.7% |
| Admin fee / account holder | $46,789 | $16,150+189.7% | $13,210+254.2% | $11,403+310.3% |