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 | $83,237 | $217,402-61.7% | $185,823-55.2% | $167,490-50.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.98% | 148.36%-140.4pp | 122.05%-114.1pp | 478.56%-470.6pp |
| Employer contribution / active EE | $4,826 | $5,873-17.8% | $5,167-6.6% | $4,837-0.2% |
| Participant deferral / active EE | $13,778 | $6,356+116.8% | $5,568+147.4% | $6,341+117.3% |
| Admin fee / account holder | $3,342 | $19,811-83.1% | $16,237-79.4% | $12,309-72.9% |