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 | $248,569 | $124,185+100.2% | $108,410+129.3% | $167,490+48.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.07% | 1379.64%-1371.6pp | 905.27%-897.2pp | 478.56%-470.5pp |
| Employer contribution / active EE | $11,497 | $4,187+174.6% | $3,558+223.1% | $4,837+137.7% |
| Participant deferral / active EE | $3,736 | $6,908-45.9% | $6,563-43.1% | $6,341-41.1% |
| Admin fee / account holder | $3,766 | $9,455-60.2% | $7,295-48.4% | $12,309-69.4% |