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 | $153,091 | $162,781-6.0% | $133,956+14.3% | $158,922-3.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.76% | 41.94%-41.2pp | 45.09%-44.3pp | 302.83%-302.1pp |
| Employer contribution / active EE | $4,124 | $4,975-17.1% | $3,919+5.2% | $4,761-13.4% |
| Participant deferral / active EE | $2,576 | $5,911-56.4% | $5,048-49.0% | $5,982-56.9% |
| Admin fee / account holder | $3,171 | $11,736-73.0% | $8,927-64.5% | $11,246-71.8% |