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 | $37,764 | $110,261-65.8% | $95,745-60.6% | $139,434-72.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.25% | 27.11%-19.9pp | 28.35%-21.1pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,765 | $3,257-15.1% | $2,835-2.5% | $4,751-41.8% |
| Participant deferral / active EE | $4,995 | $4,676+6.8% | $4,245+17.7% | $6,710-25.6% |
| Admin fee / account holder | $1,526 | $6,613-76.9% | $5,678-73.1% | $11,403-86.6% |