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 | $201,844 | $159,602+26.5% | $150,045+34.5% | $142,382+41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.00% | 70.24%-66.2pp | 62.55%-58.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $2,768 | $4,961-44.2% | $4,693-41.0% | $4,299-35.6% |
| Participant deferral / active EE | $3,586 | $8,310-56.8% | $7,997-55.2% | $6,507-44.9% |
| Admin fee / account holder | $9,816 | $14,846-33.9% | $13,435-26.9% | $12,624-22.2% |