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 | $115,459 | $69,207+66.8% | $64,056+80.2% | $139,434-17.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.24% | 45.88%-38.6pp | 33.69%-26.4pp | 372.94%-365.7pp |
| Employer contribution / active EE | $7,982 | $3,182+150.8% | $2,747+190.6% | $4,751+68.0% |
| Participant deferral / active EE | $5,759 | $4,682+23.0% | $3,880+48.4% | $6,710-14.2% |
| Admin fee / account holder | $5,303 | $4,244+24.9% | $3,068+72.8% | $11,403-53.5% |