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 7-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 | $203,825 | $201,272+1.3% | $184,203+10.7% | $145,922+39.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.48% | 29.00%-20.5pp | 28.81%-20.3pp | 561.29%-552.8pp |
| Employer contribution / active EE | $10,220 | $7,022+45.5% | $6,427+59.0% | $4,660+119.3% |
| Participant deferral / active EE | $5,617 | $9,806-42.7% | $9,131-38.5% | $6,688-16.0% |
| Admin fee / account holder | $5,849 | $16,364-64.3% | $13,901-57.9% | $13,397-56.3% |