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 | $166,203 | $201,272-17.4% | $184,203-9.8% | $145,922+13.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.22% | 29.00%-20.8pp | 28.81%-20.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $14,584 | $7,022+107.7% | $6,427+126.9% | $4,660+213.0% |
| Participant deferral / active EE | $16,515 | $9,806+68.4% | $9,131+80.9% | $6,688+146.9% |
| Admin fee / account holder | $3,429 | $16,364-79.0% | $13,901-75.3% | $13,397-74.4% |