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 7-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 | $171,089 | $106,584+60.5% | $101,326+68.9% | $142,382+20.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 7.99% | 36.93%-28.9pp | 36.82%-28.8pp | 217.08%-209.1pp |
| Employer contribution / active EE | $30,880 | $3,956+680.6% | $3,665+742.5% | $4,299+618.3% |
| Participant deferral / active EE | $11,750 | $8,297+41.6% | $7,994+47.0% | $6,507+80.6% |
| Admin fee / account holder | $755 | $11,446-93.4% | $11,185-93.2% | $12,624-94.0% |