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 | $120,296 | $67,411+78.5% | $91,001+32.2% | $70,131+71.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.36% | -40.16%+50.5pp | 4.60%+5.8pp | 73.14%-62.8pp |
| Employer contribution / active EE | $5,609 | $1,786+214.1% | $2,456+128.4% | $2,342+139.5% |
| Participant deferral / active EE | $3,156 | $2,823+11.8% | $3,547-11.0% | $3,332-5.3% |
| Admin fee / account holder | $2,020 | $4,236-52.3% | $5,417-62.7% | $4,645-56.5% |