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 | $128,799 | $217,402-40.8% | $185,823-30.7% | $167,490-23.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.13% | 148.36%-145.2pp | 122.05%-118.9pp | 478.56%-475.4pp |
| Employer contribution / active EE | $4,532 | $5,873-22.8% | $5,167-12.3% | $4,837-6.3% |
| Participant deferral / active EE | $6,657 | $6,356+4.7% | $5,568+19.6% | $6,341+5.0% |
| Admin fee / account holder | $1,593 | $19,811-92.0% | $16,237-90.2% | $12,309-87.1% |