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 | $182,216 | $209,411-13.0% | $178,490+2.1% | $158,922+14.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.32% | 188.75%-184.4pp | 151.07%-146.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $6,716 | $5,706+17.7% | $5,011+34.0% | $4,761+41.1% |
| Participant deferral / active EE | $6,167 | $5,954+3.6% | $5,202+18.6% | $5,982+3.1% |
| Admin fee / account holder | $2,691 | $17,074-84.2% | $13,984-80.8% | $11,246-76.1% |