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 | $19,651 | $114,381-82.8% | $107,525-81.7% | $142,382-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.55% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $20,352 | $4,015+407.0% | $3,754+442.2% | $4,299+373.4% |
| Participant deferral / active EE | $5,048 | $5,564-9.3% | $5,116-1.3% | $6,507-22.4% |
| Admin fee / account holder | $13,679 | $9,860+38.7% | $8,919+53.4% | $12,624+8.4% |