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 | $215,610 | $106,515+102.4% | $96,683+123.0% | $139,434+54.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.12% | 38.43%-29.3pp | 35.69%-26.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $28,155 | $4,103+586.2% | $3,737+653.5% | $4,751+492.6% |
| Participant deferral / active EE | $18,391 | $5,454+237.2% | $4,878+277.0% | $6,710+174.1% |
| Admin fee / account holder | $17,889 | $7,877+127.1% | $6,730+165.8% | $11,403+56.9% |