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 | $123,854 | $91,552+35.3% | $133,956-7.5% | $79,858+55.1% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 10.17% | 61.85%-51.7pp | 45.09%-34.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,891 | $2,384+21.3% | $3,919-26.2% | $2,471+17.0% |
| Participant deferral / active EE | $14,297 | $3,733+282.9% | $5,048+183.2% | $3,740+282.3% |
| Admin fee / account holder | $25,252 | $6,321+299.5% | $8,927+182.9% | $5,306+375.9% |