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 | $92,797 | $98,750-6.0% | $149,696-38.0% | $79,858+16.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.38% | 27.43%-16.0pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,125 | $3,216-2.8% | $4,644-32.7% | $2,471+26.5% |
| Participant deferral / active EE | $8,378 | $5,680+47.5% | $6,842+22.5% | $3,740+124.0% |
| Admin fee / account holder | $6,176 | $6,053+2.0% | $9,309-33.6% | $5,306+16.4% |