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 | $54,921 | $89,753-38.8% | $107,525-48.9% | $84,808-35.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.83% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,033 | $3,113-2.6% | $3,754-19.2% | $2,631+15.3% |
| Participant deferral / active EE | $20,243 | $4,056+399.1% | $5,116+295.7% | $4,212+380.7% |
| Admin fee / account holder | $5,197 | $7,222-28.0% | $8,919-41.7% | $7,344-29.2% |