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 4-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 | $173,629 | $95,266+82.3% | $82,389+110.7% | $142,382+21.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.17% | 25.74%-17.6pp | 28.67%-20.5pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,032 | $2,991+1.4% | $2,517+20.5% | $4,299-29.5% |
| Participant deferral / active EE | $13,432 | $4,809+179.3% | $4,155+223.3% | $6,507+106.4% |
| Admin fee / account holder | $1,824 | $8,563-78.7% | $7,231-74.8% | $12,624-85.6% |