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 | $198,322 | $201,272-1.5% | $184,203+7.7% | $145,922+35.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.17% | 29.00%-20.8pp | 28.81%-20.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,744 | $7,022-75.2% | $6,427-72.9% | $4,660-62.6% |
| Participant deferral / active EE | $10,214 | $9,806+4.2% | $9,131+11.9% | $6,688+52.7% |
| Admin fee / account holder | $7,452 | $16,364-54.5% | $13,901-46.4% | $13,397-44.4% |