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 9-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 | $109,012 | $95,266+14.4% | $82,389+32.3% | $142,382-23.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 1.07% | 25.74%-24.7pp | 28.67%-27.6pp | 217.08%-216.0pp |
| Employer contribution / active EE | $19,106 | $2,991+538.8% | $2,517+659.1% | $4,299+344.4% |
| Participant deferral / active EE | $10,333 | $4,809+114.9% | $4,155+148.7% | $6,507+58.8% |
| Admin fee / account holder | $1,855 | $8,563-78.3% | $7,231-74.4% | $12,624-85.3% |