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 7-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 | $190,083 | $214,378-11.3% | $200,582-5.2% | $142,382+33.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.71% | 46.41%-37.7pp | 42.33%-33.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $18,895 | $6,841+176.2% | $6,419+194.4% | $4,299+339.5% |
| Participant deferral / active EE | $11,342 | $9,865+15.0% | $9,331+21.6% | $6,507+74.3% |
| Admin fee / account holder | $28,959 | $17,692+63.7% | $16,305+77.6% | $12,624+129.4% |