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 | $99,099 | $214,378-53.8% | $200,582-50.6% | $142,382-30.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.20% | 46.41%-41.2pp | 42.33%-37.1pp | 217.08%-211.9pp |
| Employer contribution / active EE | $3,591 | $6,841-47.5% | $6,419-44.1% | $4,299-16.5% |
| Participant deferral / active EE | $10,892 | $9,865+10.4% | $9,331+16.7% | $6,507+67.4% |
| Admin fee / account holder | $2,878 | $17,692-83.7% | $16,305-82.3% | $12,624-77.2% |