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 | $71,972 | $106,515-32.4% | $96,683-25.6% | $139,434-48.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.04% | 38.43%-29.4pp | 35.69%-26.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $10,318 | $4,103+151.5% | $3,737+176.1% | $4,751+117.2% |
| Participant deferral / active EE | $5,598 | $5,454+2.6% | $4,878+14.8% | $6,710-16.6% |
| Admin fee / account holder | $4,195 | $7,877-46.7% | $6,730-37.7% | $11,403-63.2% |