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 | $231,832 | $183,519+26.3% | $155,509+49.1% | $145,922+58.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 8.23% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $7,548 | $5,313+42.1% | $4,672+61.5% | $4,660+62.0% |
| Participant deferral / active EE | $10,182 | $6,462+57.6% | $5,626+81.0% | $6,688+52.3% |
| Admin fee / account holder | $8,854 | $19,313-54.2% | $15,912-44.4% | $13,397-33.9% |