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 | $195,252 | $150,187+30.0% | $120,354+62.2% | $145,922+33.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.78% | 154.07%-146.3pp | 107.15%-99.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $4,611 | $4,348+6.1% | $3,463+33.2% | $4,660-1.0% |
| Participant deferral / active EE | $5,000 | $6,173-19.0% | $4,991+0.2% | $6,688-25.2% |
| Admin fee / account holder | $6,687 | $12,207-45.2% | $9,423-29.0% | $13,397-50.1% |