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 | $150,942 | $175,202-13.8% | $149,673+0.8% | $139,434+8.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.50% | 166.71%-157.2pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $6,906 | $5,474+26.2% | $4,818+43.4% | $4,751+45.4% |
| Participant deferral / active EE | $5,517 | $6,519-15.4% | $5,680-2.9% | $6,710-17.8% |
| Admin fee / account holder | $1,279 | $16,150-92.1% | $13,210-90.3% | $11,403-88.8% |