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 | $65,938 | $81,947-19.5% | $105,387-37.4% | $72,985-9.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.59% | 42.90%-26.3pp | 26.82%-10.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $3,208 | $3,468-7.5% | $4,213-23.9% | $2,440+31.5% |
| Participant deferral / active EE | $6,146 | $4,494+36.8% | $5,502+11.7% | $3,607+70.4% |
| Admin fee / account holder | $2,531 | $6,258-59.6% | $6,559-61.4% | $5,124-50.6% |