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 | $174,844 | $116,175+50.5% | $93,606+86.8% | $152,861+14.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.72% | 35.96%-32.2pp | 32.76%-29.0pp | 345.32%-341.6pp |
| Employer contribution / active EE | $2,062 | $3,218-35.9% | $2,718-24.1% | $4,762-56.7% |
| Participant deferral / active EE | $2,360 | $4,603-48.7% | $4,069-42.0% | $5,850-59.7% |
| Admin fee / account holder | $5,428 | $10,748-49.5% | $7,888-31.2% | $11,596-53.2% |