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 | $245,428 | $72,177+240.0% | $115,037+113.3% | $59,632+311.6% |
| Participation rate | 97.1% | 72.6%+24.5pp | 81.4%+15.7pp | 68.7%+28.4pp |
| Annual return | -3.50% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $13,400 | $2,841+371.6% | $4,608+190.8% | $2,203+508.4% |
| Participant deferral / active EE | $7,706 | $4,783+61.1% | $6,026+27.9% | $3,192+141.4% |
| Admin fee / account holder | $1,361 | $4,927-72.4% | $8,175-83.4% | $4,297-68.3% |