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 | $136,120 | $179,726-24.3% | $156,263-12.9% | $142,382-4.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.38% | 77.86%-69.5pp | 59.47%-51.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $7,022 | $5,069+38.5% | $4,333+62.0% | $4,299+63.3% |
| Participant deferral / active EE | $3,407 | $6,956-51.0% | $6,158-44.7% | $6,507-47.6% |
| Admin fee / account holder | $3,340 | $17,272-80.7% | $14,255-76.6% | $12,624-73.5% |