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 | $74,261 | $72,277+2.7% | $101,248-26.7% | $79,858-7.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.67% | 22.30%-12.6pp | 46.47%-36.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,717 | $2,692-36.2% | $3,660-53.1% | $2,471-30.5% |
| Participant deferral / active EE | $3,519 | $3,282+7.2% | $4,370-19.5% | $3,740-5.9% |
| Admin fee / account holder | $2,297 | $4,400-47.8% | $5,945-61.4% | $5,306-56.7% |