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 | $85,016 | $201,272-57.8% | $184,203-53.8% | $145,922-41.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.33% | 29.00%-21.7pp | 28.81%-21.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $4,913 | $7,022-30.0% | $6,427-23.6% | $4,660+5.4% |
| Participant deferral / active EE | $7,928 | $9,806-19.2% | $9,131-13.2% | $6,688+18.5% |
| Admin fee / account holder | $718 | $16,364-95.6% | $13,901-94.8% | $13,397-94.6% |