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 9-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 | $56,158 | $89,753-37.4% | $107,525-47.8% | $84,808-33.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.88% | 29.48%-19.6pp | 181.32%-171.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $10,264 | $3,113+229.7% | $3,754+173.4% | $2,631+290.1% |
| Participant deferral / active EE | $4,328 | $4,056+6.7% | $5,116-15.4% | $4,212+2.8% |
| Admin fee / account holder | $3,597 | $7,222-50.2% | $8,919-59.7% | $7,344-51.0% |