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 | $100,252 | $217,402-53.9% | $185,823-46.0% | $167,490-40.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.23% | 148.36%-142.1pp | 122.05%-115.8pp | 478.56%-472.3pp |
| Employer contribution / active EE | $1,249 | $5,873-78.7% | $5,167-75.8% | $4,837-74.2% |
| Participant deferral / active EE | $2,851 | $6,356-55.2% | $5,568-48.8% | $6,341-55.0% |
| Admin fee / account holder | $5,603 | $19,811-71.7% | $16,237-65.5% | $12,309-54.5% |