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 | $86,912 | $165,335-47.4% | $149,696-41.9% | $158,922-45.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.58% | 348.15%-345.6pp | 276.60%-274.0pp | 302.83%-300.2pp |
| Employer contribution / active EE | $9,912 | $5,103+94.2% | $4,644+113.4% | $4,761+108.2% |
| Participant deferral / active EE | $6,762 | $7,181-5.8% | $6,842-1.2% | $5,982+13.0% |
| Admin fee / account holder | $5,961 | $10,807-44.8% | $9,309-36.0% | $11,246-47.0% |