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 | $242,506 | $91,538+164.9% | $129,995+86.5% | $75,163+222.6% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 8.53% | -631.11%+639.6pp | -137.18%+145.7pp | 160.62%-152.1pp |
| Employer contribution / active EE | $7,407 | $2,845+160.3% | $4,320+71.5% | $2,670+177.5% |
| Participant deferral / active EE | $9,236 | $4,341+112.8% | $5,820+58.7% | $4,125+123.9% |
| Admin fee / account holder | $6,281 | $6,790-7.5% | $10,614-40.8% | $5,651+11.1% |