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 | $192,715 | $158,398+21.7% | $126,539+52.3% | $142,382+35.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.78% | 593.76%-584.0pp | 425.95%-416.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,003 | $4,650-56.9% | $3,674-45.5% | $4,299-53.4% |
| Participant deferral / active EE | $6,679 | $4,767+40.1% | $4,083+63.6% | $6,507+2.6% |
| Admin fee / account holder | $2,634 | $6,918-61.9% | $6,065-56.6% | $12,624-79.1% |