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 | $204,530 | $183,963+11.2% | $162,163+26.1% | $152,861+33.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 6.98% | 150.76%-143.8pp | 115.59%-108.6pp | 345.32%-338.3pp |
| Employer contribution / active EE | $3,000 | $6,371-52.9% | $5,614-46.6% | $4,762-37.0% |
| Participant deferral / active EE | $8,193 | $8,034+2.0% | $7,298+12.3% | $5,850+40.1% |
| Admin fee / account holder | $6,218 | $13,121-52.6% | $10,843-42.7% | $11,596-46.4% |