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 | $208,346 | $159,602+30.5% | $150,045+38.9% | $142,382+46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.83% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $9,455 | $4,961+90.6% | $4,693+101.5% | $4,299+119.9% |
| Participant deferral / active EE | $5,492 | $8,310-33.9% | $7,997-31.3% | $6,507-15.6% |
| Admin fee / account holder | $1,791 | $14,846-87.9% | $13,435-86.7% | $12,624-85.8% |