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 7-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 | $69,668 | $185,822-62.5% | $169,993-59.0% | $139,434-50.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.47% | 60.50%-52.0pp | 53.37%-44.9pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,999 | $7,590-73.7% | $6,785-70.5% | $4,751-57.9% |
| Participant deferral / active EE | $11,360 | $11,622-2.3% | $10,408+9.2% | $6,710+69.3% |
| Admin fee / account holder | $700 | $15,381-95.5% | $12,815-94.5% | $11,403-93.9% |