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 | $163,305 | $84,233+93.9% | $170,442-4.2% | $70,131+132.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.38% | 23.06%-13.7pp | 205.93%-196.5pp | 73.14%-63.8pp |
| Employer contribution / active EE | $4,300 | $3,387+27.0% | $5,433-20.8% | $2,342+83.6% |
| Participant deferral / active EE | $4,374 | $3,086+41.8% | $4,939-11.4% | $3,332+31.3% |
| Admin fee / account holder | $852 | $5,698-85.1% | $13,880-93.9% | $4,645-81.7% |