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 | $219,145 | $159,602+37.3% | $150,045+46.1% | $142,382+53.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.76% | 70.24%-62.5pp | 62.55%-54.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $5,748 | $4,961+15.9% | $4,693+22.5% | $4,299+33.7% |
| Participant deferral / active EE | $5,785 | $8,310-30.4% | $7,997-27.7% | $6,507-11.1% |
| Admin fee / account holder | $13,221 | $14,846-10.9% | $13,435-1.6% | $12,624+4.7% |