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 | $49,989 | $165,335-69.8% | $149,696-66.6% | $158,922-68.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.24% | 348.15%-345.9pp | 276.60%-274.4pp | 302.83%-300.6pp |
| Employer contribution / active EE | $3,784 | $5,103-25.8% | $4,644-18.5% | $4,761-20.5% |
| Participant deferral / active EE | $14,438 | $7,181+101.0% | $6,842+111.0% | $5,982+141.3% |
| Admin fee / account holder | $30,243 | $10,807+179.9% | $9,309+224.9% | $11,246+168.9% |