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 | $112,214 | $71,829+56.2% | $69,780+60.8% | $142,382-21.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 11.08% | 31.01%-19.9pp | 26.31%-15.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $7,250 | $4,385+65.3% | $4,168+74.0% | $4,299+68.6% |
| Participant deferral / active EE | $10,402 | $6,819+52.6% | $6,164+68.8% | $6,507+59.9% |
| Admin fee / account holder | $602 | $7,818-92.3% | $7,285-91.7% | $12,624-95.2% |