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 | $202,018 | $105,859+90.8% | $90,160+124.1% | $147,584+36.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.58% | 37.63%-28.0pp | 34.88%-25.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $16,859 | $4,126+308.6% | $3,318+408.1% | $4,876+245.7% |
| Participant deferral / active EE | $2,643 | $5,733-53.9% | $5,288-50.0% | $5,439-51.4% |
| Admin fee / account holder | $3,189 | $8,046-60.4% | $5,943-46.3% | $10,885-70.7% |