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 9-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 | $102,571 | $53,127+93.1% | $86,590+18.5% | $70,131+46.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.08% | 27.66%-18.6pp | 964.84%-955.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $9,141 | $2,068+342.0% | $2,839+222.0% | $2,342+290.2% |
| Participant deferral / active EE | $2,586 | $2,696-4.1% | $3,609-28.3% | $3,332-22.4% |
| Admin fee / account holder | $454 | $3,585-87.3% | $4,906-90.8% | $4,645-90.2% |