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 | $93,949 | $172,478-45.5% | $145,661-35.5% | $142,382-34.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 6.77% | 151.09%-144.3pp | 101.46%-94.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $5,556 | $4,899+13.4% | $4,238+31.1% | $4,299+29.2% |
| Participant deferral / active EE | $4,143 | $8,348-50.4% | $7,198-42.4% | $6,507-36.3% |
| Admin fee / account holder | $498 | $16,864-97.0% | $12,466-96.0% | $12,624-96.1% |