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 | $138,813 | $157,256-11.7% | $141,162-1.7% | $152,861-9.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.25% | 64.32%-57.1pp | 71.39%-64.1pp | 345.32%-338.1pp |
| Employer contribution / active EE | $3,982 | $5,261-24.3% | $4,735-15.9% | $4,762-16.4% |
| Participant deferral / active EE | $13,046 | $7,109+83.5% | $6,709+94.5% | $5,850+123.0% |
| Admin fee / account holder | $1,533 | $12,120-87.4% | $10,261-85.1% | $11,596-86.8% |