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 | $69,815 | $98,750-29.3% | $149,696-53.4% | $79,858-12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.00% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $5,288 | $3,216+64.4% | $4,644+13.9% | $2,471+114.0% |
| Participant deferral / active EE | $6,744 | $5,680+18.7% | $6,842-1.4% | $3,740+80.3% |
| Admin fee / account holder | $709 | $6,053-88.3% | $9,309-92.4% | $5,306-86.6% |