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 | $37,075 | $89,753-58.7% | $107,525-65.5% | $84,808-56.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.48% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $5,455 | $3,113+75.2% | $3,754+45.3% | $2,631+107.3% |
| Participant deferral / active EE | $4,985 | $4,056+22.9% | $5,116-2.6% | $4,212+18.4% |
| Admin fee / account holder | $10,484 | $7,222+45.2% | $8,919+17.6% | $7,344+42.8% |