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 5-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 | $228,225 | $176,056+29.6% | $159,436+43.1% | $167,490+36.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.26% | 331.75%-325.5pp | 263.57%-257.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $3,325 | $5,297-37.2% | $4,829-31.1% | $4,837-31.3% |
| Participant deferral / active EE | $3,330 | $7,750-57.0% | $7,352-54.7% | $6,341-47.5% |
| Admin fee / account holder | $1,713 | $12,554-86.4% | $10,799-84.1% | $12,309-86.1% |