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 | $108,106 | $159,602-32.3% | $150,045-28.0% | $142,382-24.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.66% | 70.24%-63.6pp | 62.55%-55.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $5,941 | $4,961+19.8% | $4,693+26.6% | $4,299+38.2% |
| Participant deferral / active EE | $11,081 | $8,310+33.3% | $7,997+38.6% | $6,507+70.3% |
| Admin fee / account holder | $4,078 | $14,846-72.5% | $13,435-69.6% | $12,624-67.7% |