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 | $112,775 | $159,602-29.3% | $150,045-24.8% | $142,382-20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.58% | 70.24%-62.7pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $3,007 | $4,961-39.4% | $4,693-35.9% | $4,299-30.1% |
| Participant deferral / active EE | $11,821 | $8,310+42.2% | $7,997+47.8% | $6,507+81.7% |
| Admin fee / account holder | $108,247 | $14,846+629.1% | $13,435+705.7% | $12,624+757.5% |