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 8-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 | $61,400 | $74,927-18.1% | $101,794-39.7% | $84,808-27.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.38% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,709 | $1,522+143.7% | $2,289+62.1% | $2,631+41.0% |
| Participant deferral / active EE | $7,955 | $3,099+156.7% | $4,084+94.8% | $4,212+88.9% |
| Admin fee / account holder | $10,835 | $6,514+66.3% | $8,777+23.5% | $7,344+47.5% |