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 9-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 | $82,424 | $127,065-35.1% | $113,168-27.2% | $142,382-42.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.84% | 24.03%-16.2pp | 24.27%-16.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $10,112 | $3,442+193.8% | $2,975+239.9% | $4,299+135.2% |
| Participant deferral / active EE | $6,656 | $5,716+16.4% | $5,107+30.3% | $6,507+2.3% |
| Admin fee / account holder | $8,508 | $15,736-45.9% | $12,068-29.5% | $12,624-32.6% |