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 | $194,888 | $176,056+10.7% | $159,436+22.2% | $167,490+16.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.58% | 331.75%-323.2pp | 263.57%-255.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $6,122 | $5,297+15.6% | $4,829+26.8% | $4,837+26.5% |
| Participant deferral / active EE | $5,428 | $7,750-30.0% | $7,352-26.2% | $6,341-14.4% |
| Admin fee / account holder | $16,903 | $12,554+34.6% | $10,799+56.5% | $12,309+37.3% |