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 9-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 | $86,758 | $57,016+52.2% | $84,966+2.1% | $80,856+7.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 9.38% | 21.66%-12.3pp | 66.38%-57.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $5,546 | $1,798+208.5% | $2,727+103.4% | $2,755+101.3% |
| Participant deferral / active EE | $3,438 | $3,110+10.6% | $4,519-23.9% | $4,296-20.0% |
| Admin fee / account holder | $1,687 | $4,980-66.1% | $6,149-72.6% | $6,918-75.6% |