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 | $194,211 | $117,983+64.6% | $101,794+90.8% | $142,382+36.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.65% | 36.92%-31.3pp | 30.53%-24.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,757 | $2,773-0.6% | $2,289+20.4% | $4,299-35.9% |
| Participant deferral / active EE | $11,580 | $4,714+145.7% | $4,084+183.5% | $6,507+78.0% |
| Admin fee / account holder | $4,968 | $10,433-52.4% | $8,777-43.4% | $12,624-60.6% |