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 | $146,639 | $159,602-8.1% | $150,045-2.3% | $142,382+3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.53% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,857 | $4,961-42.4% | $4,693-39.1% | $4,299-33.6% |
| Participant deferral / active EE | $4,589 | $8,310-44.8% | $7,997-42.6% | $6,507-29.5% |
| Admin fee / account holder | $469 | $14,846-96.8% | $13,435-96.5% | $12,624-96.3% |