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 | $92,499 | $95,416-3.1% | $185,823-50.2% | $85,850+7.7% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 9.55% | 23.59%-14.0pp | 122.05%-112.5pp | 318.53%-309.0pp |
| Employer contribution / active EE | $6,796 | $3,314+105.1% | $5,167+31.5% | $2,565+165.0% |
| Participant deferral / active EE | $2,285 | $3,423-33.3% | $5,568-59.0% | $3,952-42.2% |
| Admin fee / account holder | $806 | $7,213-88.8% | $16,237-95.0% | $6,260-87.1% |