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 | $138,862 | $177,572-21.8% | $154,803-10.3% | $142,382-2.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.00% | 65.07%-61.1pp | 58.88%-54.9pp | 217.08%-213.1pp |
| Employer contribution / active EE | $7,051 | $4,810+46.6% | $4,305+63.8% | $4,299+64.0% |
| Participant deferral / active EE | $12,901 | $6,272+105.7% | $5,540+132.9% | $6,507+98.3% |
| Admin fee / account holder | $1,398 | $16,786-91.7% | $14,329-90.2% | $12,624-88.9% |