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 | $98,578 | $78,422+25.7% | $95,952+2.7% | $79,858+23.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.11% | 19.37%-10.3pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $6,727 | $1,945+245.9% | $2,541+164.8% | $2,471+172.3% |
| Participant deferral / active EE | $12,073 | $3,440+251.0% | $4,167+189.7% | $3,740+222.8% |
| Admin fee / account holder | $568 | $5,622-89.9% | $6,795-91.6% | $5,306-89.3% |