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 | $141,600 | $71,809+97.2% | $61,048+131.9% | $152,861-7.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 6.09% | 29.74%-23.6pp | 26.18%-20.1pp | 345.32%-339.2pp |
| Employer contribution / active EE | $6,707 | $4,545+47.6% | $3,716+80.5% | $4,762+40.8% |
| Participant deferral / active EE | $4,084 | $5,467-25.3% | $4,470-8.7% | $5,850-30.2% |
| Admin fee / account holder | $497 | $4,750-89.5% | $3,728-86.7% | $11,596-95.7% |