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 | $214,116 | $102,966+107.9% | $90,281+137.2% | $152,861+40.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.69% | 95.16%-85.5pp | 78.10%-68.4pp | 345.32%-335.6pp |
| Employer contribution / active EE | $15,143 | $3,139+382.5% | $2,854+430.5% | $4,762+218.0% |
| Participant deferral / active EE | $12,667 | $4,281+195.8% | $3,885+226.0% | $5,850+116.5% |
| Admin fee / account holder | $2,261 | $6,171-63.4% | $5,351-57.7% | $11,596-80.5% |