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 | $140,118 | $177,572-21.1% | $154,803-9.5% | $142,382-1.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.74% | 65.07%-59.3pp | 58.88%-53.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $3,408 | $4,810-29.1% | $4,305-20.8% | $4,299-20.7% |
| Participant deferral / active EE | $8,089 | $6,272+29.0% | $5,540+46.0% | $6,507+24.3% |
| Admin fee / account holder | $1,614 | $16,786-90.4% | $14,329-88.7% | $12,624-87.2% |