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 | $168,569 | $78,672+114.3% | $109,143+54.4% | $85,850+96.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.13% | 25.09%-15.0pp | 25.75%-15.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,636 | $2,735-40.2% | $3,722-56.0% | $2,565-36.2% |
| Participant deferral / active EE | $7,059 | $3,467+103.6% | $4,653+51.7% | $3,952+78.6% |
| Admin fee / account holder | $1,623 | $5,469-70.3% | $6,752-76.0% | $6,260-74.1% |