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 | $96,238 | $177,572-45.8% | $154,803-37.8% | $142,382-32.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.68% | 65.07%-56.4pp | 58.88%-50.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4,360 | $4,810-9.4% | $4,305+1.3% | $4,299+1.4% |
| Participant deferral / active EE | $6,630 | $6,272+5.7% | $5,540+19.7% | $6,507+1.9% |
| Admin fee / account holder | $3,237 | $16,786-80.7% | $14,329-77.4% | $12,624-74.4% |