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 | $231,972 | $106,515+117.8% | $96,683+139.9% | $139,434+66.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 4.95% | 38.43%-33.5pp | 35.69%-30.7pp | 372.94%-368.0pp |
| Employer contribution / active EE | $2,667 | $4,103-35.0% | $3,737-28.6% | $4,751-43.9% |
| Participant deferral / active EE | $7,060 | $5,454+29.5% | $4,878+44.7% | $6,710+5.2% |
| Admin fee / account holder | $798 | $7,877-89.9% | $6,730-88.1% | $11,403-93.0% |