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 | $70,805 | $165,335-57.2% | $149,696-52.7% | $158,922-55.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.42% | 348.15%-342.7pp | 276.60%-271.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $3,016 | $5,103-40.9% | $4,644-35.1% | $4,761-36.7% |
| Participant deferral / active EE | $9,601 | $7,181+33.7% | $6,842+40.3% | $5,982+60.5% |
| Admin fee / account holder | $1,961 | $10,807-81.9% | $9,309-78.9% | $11,246-82.6% |