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 9-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 | $184,520 | $127,065+45.2% | $113,168+63.1% | $142,382+29.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.51% | 24.03%-14.5pp | 24.27%-14.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,302 | $3,442-4.1% | $2,975+11.0% | $4,299-23.2% |
| Participant deferral / active EE | $4,827 | $5,716-15.5% | $5,107-5.5% | $6,507-25.8% |
| Admin fee / account holder | $2,501 | $15,736-84.1% | $12,068-79.3% | $12,624-80.2% |