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 | $63,595 | $67,411-5.7% | $91,001-30.1% | $70,131-9.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 8.73% | -40.16%+48.9pp | 4.60%+4.1pp | 73.14%-64.4pp |
| Employer contribution / active EE | $8,932 | $1,786+400.1% | $2,456+263.7% | $2,342+281.3% |
| Participant deferral / active EE | $2,742 | $2,823-2.9% | $3,547-22.7% | $3,332-17.7% |
| Admin fee / account holder | $3,320 | $4,236-21.6% | $5,417-38.7% | $4,645-28.5% |