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 | $71,576 | $169,032-57.7% | $129,207-44.6% | $145,922-50.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.82% | 14330.11%-14323.3pp | 9417.33%-9410.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $3,415 | $5,537-38.3% | $4,153-17.8% | $4,660-26.7% |
| Participant deferral / active EE | $6,444 | $4,987+29.2% | $4,168+54.6% | $6,688-3.6% |
| Admin fee / account holder | $4,719 | $9,954-52.6% | $7,715-38.8% | $13,397-64.8% |