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 | $109,866 | $72,400+51.7% | $67,502+62.8% | $145,922-24.7% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 7.48% | 7182.46%-7175.0pp | 3512.12%-3504.6pp | 561.29%-553.8pp |
| Employer contribution / active EE | $3,582 | $3,069+16.7% | $2,731+31.2% | $4,660-23.1% |
| Participant deferral / active EE | $10,406 | $4,783+117.6% | $4,000+160.2% | $6,688+55.6% |
| Admin fee / account holder | $2,314 | $5,539-58.2% | $3,998-42.1% | $13,397-82.7% |