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 | $93,651 | $104,664-10.5% | $85,682+9.3% | $167,490-44.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.11% | 21.45%-13.3pp | 21.49%-13.4pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,065 | $3,337-38.1% | $2,618-21.1% | $4,837-57.3% |
| Participant deferral / active EE | $7,492 | $4,824+55.3% | $3,923+91.0% | $6,341+18.2% |
| Admin fee / account holder | $936 | $10,032-90.7% | $6,873-86.4% | $12,309-92.4% |