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 | $62,649 | $98,750-36.6% | $149,696-58.1% | $79,858-21.5% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 11.25% | 27.43%-16.2pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $4,715 | $3,216+46.6% | $4,644+1.5% | $2,471+90.8% |
| Participant deferral / active EE | $7,908 | $5,680+39.2% | $6,842+15.6% | $3,740+111.4% |
| Admin fee / account holder | $6,833 | $6,053+12.9% | $9,309-26.6% | $5,306+28.8% |