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 | $92,160 | $77,503+18.9% | $100,391-8.2% | $80,856+14.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 10.42% | 37.20%-26.8pp | 49.20%-38.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,216 | $2,801+121.9% | $3,942+57.7% | $2,755+125.6% |
| Participant deferral / active EE | $9,763 | $6,820+43.2% | $8,082+20.8% | $4,296+127.3% |
| Admin fee / account holder | $1,457 | $5,897-75.3% | $7,899-81.5% | $6,918-78.9% |