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 | $230,999 | $177,572+30.1% | $154,803+49.2% | $142,382+62.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.45% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $8,276 | $4,810+72.0% | $4,305+92.2% | $4,299+92.5% |
| Participant deferral / active EE | $4,108 | $6,272-34.5% | $5,540-25.9% | $6,507-36.9% |
| Admin fee / account holder | $1,785 | $16,786-89.4% | $14,329-87.5% | $12,624-85.9% |