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 | $151,751 | $106,515+42.5% | $96,683+57.0% | $139,434+8.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.30% | 38.43%-29.1pp | 35.69%-26.4pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,674 | $4,103-34.8% | $3,737-28.4% | $4,751-43.7% |
| Participant deferral / active EE | $13,741 | $5,454+151.9% | $4,878+181.7% | $6,710+104.8% |
| Admin fee / account holder | $1,495 | $7,877-81.0% | $6,730-77.8% | $11,403-86.9% |