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 5-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 | $49,410 | $185,822-73.4% | $169,993-70.9% | $139,434-64.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.50% | 60.50%-51.0pp | 53.37%-43.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,946 | $7,590-61.2% | $6,785-56.6% | $4,751-38.0% |
| Participant deferral / active EE | $9,660 | $11,622-16.9% | $10,408-7.2% | $6,710+44.0% |
| Admin fee / account holder | $319 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |