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 | $89,247 | $149,734-40.4% | $118,925-25.0% | $158,922-43.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.66% | 19.95%-15.3pp | 35.88%-31.2pp | 302.83%-298.2pp |
| Employer contribution / active EE | $2,581 | $4,115-37.3% | $3,263-20.9% | $4,761-45.8% |
| Participant deferral / active EE | $5,654 | $5,223+8.3% | $4,265+32.6% | $5,982-5.5% |
| Admin fee / account holder | $1,821 | $8,603-78.8% | $6,581-72.3% | $11,246-83.8% |