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 | $146,620 | $78,422+87.0% | $95,952+52.8% | $79,858+83.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 4.72% | 19.37%-14.6pp | 91.61%-86.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $5,205 | $1,945+167.6% | $2,541+104.8% | $2,471+110.6% |
| Participant deferral / active EE | $3,491 | $3,440+1.5% | $4,167-16.2% | $3,740-6.6% |
| Admin fee / account holder | $12,080 | $5,622+114.9% | $6,795+77.8% | $5,306+127.7% |