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 | $220,050 | $102,966+113.7% | $90,281+143.7% | $152,861+44.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.58% | 95.16%-89.6pp | 78.10%-72.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $11,981 | $3,139+281.7% | $2,854+319.7% | $4,762+151.6% |
| Participant deferral / active EE | $5,257 | $4,281+22.8% | $3,885+35.3% | $5,850-10.1% |
| Admin fee / account holder | $10,281 | $6,171+66.6% | $5,351+92.1% | $11,596-11.3% |