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 | $79,295 | $95,416-16.9% | $185,823-57.3% | $85,850-7.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.48% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $4,808 | $3,314+45.1% | $5,167-7.0% | $2,565+87.4% |
| Participant deferral / active EE | $5,125 | $3,423+49.7% | $5,568-8.0% | $3,952+29.7% |
| Admin fee / account holder | $7,417 | $7,213+2.8% | $16,237-54.3% | $6,260+18.5% |