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 | $192,956 | $103,376+86.7% | $87,100+121.5% | $152,861+26.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.69% | 28.10%-23.4pp | 28.19%-23.5pp | 345.32%-340.6pp |
| Employer contribution / active EE | $6,834 | $3,220+112.2% | $2,521+171.1% | $4,762+43.5% |
| Participant deferral / active EE | $7,556 | $4,778+58.1% | $4,049+86.6% | $5,850+29.2% |
| Admin fee / account holder | $1,023 | $12,205-91.6% | $7,497-86.4% | $11,596-91.2% |