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 | $148,465 | $63,355+134.3% | $91,989+61.4% | $72,985+103.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 4.39% | 35.35%-31.0pp | 69.02%-64.6pp | 81.00%-76.6pp |
| Employer contribution / active EE | $6,275 | $2,116+196.6% | $3,452+81.8% | $2,440+157.2% |
| Participant deferral / active EE | $2,502 | $4,883-48.8% | $5,923-57.8% | $3,607-30.6% |
| Admin fee / account holder | $15,814 | $4,668+238.8% | $7,743+104.2% | $5,124+208.6% |