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 | $195,226 | $117,841+65.7% | $102,423+90.6% | $145,922+33.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.01% | 31.65%-24.6pp | 29.32%-22.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,507 | $3,615-58.3% | $3,023-50.2% | $4,660-67.7% |
| Participant deferral / active EE | $4,994 | $5,731-12.9% | $5,053-1.2% | $6,688-25.3% |
| Admin fee / account holder | $3,821 | $13,326-71.3% | $9,451-59.6% | $13,397-71.5% |