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 | $86,746 | $127,065-31.7% | $113,168-23.3% | $142,382-39.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.03% | 24.03%-16.0pp | 24.27%-16.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,855 | $3,442-17.1% | $2,975-4.0% | $4,299-33.6% |
| Participant deferral / active EE | $4,799 | $5,716-16.0% | $5,107-6.0% | $6,507-26.2% |
| Admin fee / account holder | $2,149 | $15,736-86.3% | $12,068-82.2% | $12,624-83.0% |