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 | $102,974 | $99,985+3.0% | $146,665-29.8% | $85,850+19.9% |
| Participation rate | 94.3% | 73.1%+21.2pp | 80.1%+14.2pp | 69.3%+25.0pp |
| Annual return | 10.46% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,544 | $2,559-0.6% | $4,136-38.5% | $2,565-0.8% |
| Participant deferral / active EE | $5,966 | $4,006+48.9% | $5,506+8.4% | $3,952+51.0% |
| Admin fee / account holder | $629 | $7,702-91.8% | $10,280-93.9% | $6,260-90.0% |