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 | $119,706 | $124,281-3.7% | $109,143+9.7% | $167,490-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.95% | 26.04%-19.1pp | 25.75%-18.8pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,933 | $4,207-54.1% | $3,722-48.1% | $4,837-60.0% |
| Participant deferral / active EE | $4,817 | $5,255-8.3% | $4,653+3.5% | $6,341-24.0% |
| Admin fee / account holder | $2,405 | $7,970-69.8% | $6,752-64.4% | $12,309-80.5% |