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 | $99,924 | $113,339-11.8% | $94,993+5.2% | $147,584-32.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 2.27% | 20.77%-18.5pp | 27.12%-24.9pp | 578.55%-576.3pp |
| Employer contribution / active EE | $4,353 | $3,160+37.7% | $2,603+67.2% | $4,876-10.7% |
| Participant deferral / active EE | $3,018 | $3,777-20.1% | $3,317-9.0% | $5,439-44.5% |
| Admin fee / account holder | $67,581 | $6,063+1014.7% | $4,960+1262.4% | $10,885+520.8% |