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 | $203,922 | $183,519+11.1% | $155,509+31.1% | $145,922+39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,711 | $5,313-49.0% | $4,672-42.0% | $4,660-41.8% |
| Participant deferral / active EE | $25,083 | $6,462+288.1% | $5,626+345.8% | $6,688+275.1% |
| Admin fee / account holder | $1,144 | $19,313-94.1% | $15,912-92.8% | $13,397-91.5% |