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 | $145,001 | $165,335-12.3% | $149,696-3.1% | $158,922-8.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 3.33% | 348.15%-344.8pp | 276.60%-273.3pp | 302.83%-299.5pp |
| Employer contribution / active EE | $15,924 | $5,103+212.1% | $4,644+242.9% | $4,761+234.5% |
| Participant deferral / active EE | $12,879 | $7,181+79.3% | $6,842+88.2% | $5,982+115.3% |
| Admin fee / account holder | $8,048 | $10,807-25.5% | $9,309-13.5% | $11,246-28.4% |