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 | $140,411 | $127,777+9.9% | $106,548+31.8% | $167,490-16.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.85% | 33.87%-26.0pp | 26.80%-19.0pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,675 | $3,427-51.1% | $2,819-40.6% | $4,837-65.4% |
| Participant deferral / active EE | $13,933 | $5,087+173.9% | $4,398+216.8% | $6,341+119.7% |
| Admin fee / account holder | $823 | $11,228-92.7% | $7,407-88.9% | $12,309-93.3% |