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 | $101,640 | $148,534-31.6% | $135,903-25.2% | $139,434-27.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.26% | 79.19%-78.9pp | 68.23%-68.0pp | 372.94%-372.7pp |
| Employer contribution / active EE | $6,300 | $5,243+20.2% | $4,856+29.7% | $4,751+32.6% |
| Participant deferral / active EE | $5,344 | $8,100-34.0% | $7,758-31.1% | $6,710-20.4% |
| Admin fee / account holder | $94,713 | $12,400+663.8% | $10,762+780.1% | $11,403+730.6% |