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 | $47,652 | $202,432-76.5% | $169,368-71.9% | $139,434-65.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.51% | 531.74%-523.2pp | 405.60%-397.1pp | 372.94%-364.4pp |
| Employer contribution / active EE | $2,278 | $4,692-51.5% | $4,013-43.2% | $4,751-52.1% |
| Participant deferral / active EE | $7,697 | $6,938+10.9% | $6,221+23.7% | $6,710+14.7% |
| Admin fee / account holder | $2,131 | $10,708-80.1% | $9,003-76.3% | $11,403-81.3% |