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 | $110,987 | $93,571+18.6% | $135,903-18.3% | $75,163+47.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.24% | 30.90%-19.7pp | 68.23%-57.0pp | 160.62%-149.4pp |
| Employer contribution / active EE | $10,097 | $3,537+185.5% | $4,856+107.9% | $2,670+278.2% |
| Participant deferral / active EE | $4,562 | $6,404-28.8% | $7,758-41.2% | $4,125+10.6% |
| Admin fee / account holder | $27,846 | $6,975+299.2% | $10,762+158.7% | $5,651+392.8% |