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 | $132,586 | $89,355+48.4% | $141,162-6.1% | $72,985+81.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.52% | 111.85%-93.3pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,368 | $3,114-24.0% | $4,735-50.0% | $2,440-2.9% |
| Participant deferral / active EE | $4,683 | $5,418-13.6% | $6,709-30.2% | $3,607+29.8% |
| Admin fee / account holder | $1,844 | $5,958-69.1% | $10,261-82.0% | $5,124-64.0% |