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 | $148,927 | $87,733+69.7% | $106,548+39.8% | $85,850+73.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 8.06% | 21.86%-13.8pp | 26.80%-18.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $2,117 | $2,073+2.1% | $2,819-24.9% | $2,565-17.5% |
| Participant deferral / active EE | $3,481 | $3,469+0.3% | $4,398-20.9% | $3,952-11.9% |
| Admin fee / account holder | $6,660 | $6,767-1.6% | $7,407-10.1% | $6,260+6.4% |