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 | $103,198 | $157,256-34.4% | $141,162-26.9% | $152,861-32.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.51% | 64.32%-49.8pp | 71.39%-56.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,698 | $5,261-67.7% | $4,735-64.1% | $4,762-64.3% |
| Participant deferral / active EE | $3,864 | $7,109-45.6% | $6,709-42.4% | $5,850-34.0% |
| Admin fee / account holder | $402 | $12,120-96.7% | $10,261-96.1% | $11,596-96.5% |