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 | $201,178 | $87,733+129.3% | $106,548+88.8% | $85,850+134.3% |
| Participation rate | 92.6% | 71.9%+20.7pp | 76.1%+16.5pp | 69.3%+23.3pp |
| Annual return | 9.90% | 21.86%-12.0pp | 26.80%-16.9pp | 318.53%-308.6pp |
| Employer contribution / active EE | $7,082 | $2,073+241.7% | $2,819+151.2% | $2,565+176.1% |
| Participant deferral / active EE | $4,728 | $3,469+36.3% | $4,398+7.5% | $3,952+19.7% |
| Admin fee / account holder | $18,946 | $6,767+180.0% | $7,407+155.8% | $6,260+202.7% |