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 | $32,856 | $80,673-59.3% | $101,326-67.6% | $84,808-61.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 13.71% | 38.95%-25.2pp | 36.82%-23.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $9,465 | $2,698+250.8% | $3,665+158.2% | $2,631+259.8% |
| Participant deferral / active EE | $3,309 | $6,840-51.6% | $7,994-58.6% | $4,212-21.4% |
| Admin fee / account holder | $1,312 | $12,784-89.7% | $11,185-88.3% | $7,344-82.1% |