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 | $200,293 | $66,402+201.6% | $109,895+82.3% | $85,850+133.3% |
| Participation rate | 88.9% | 63.9%+25.0pp | 74.2%+14.7pp | 69.3%+19.6pp |
| Annual return | 10.81% | 19.59%-8.8pp | 29.45%-18.6pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,850 | $1,687+9.7% | $2,842-34.9% | $2,565-27.9% |
| Participant deferral / active EE | $4,202 | $2,842+47.8% | $4,048+3.8% | $3,952+6.3% |
| Admin fee / account holder | $12,412 | $4,557+172.4% | $6,066+104.6% | $6,260+98.3% |