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 | $182,250 | $154,117+18.3% | $129,995+40.2% | $139,434+30.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 32.48%-23.2pp | -137.18%+146.5pp | 372.94%-363.7pp |
| Employer contribution / active EE | $4,704 | $5,289-11.1% | $4,320+8.9% | $4,751-1.0% |
| Participant deferral / active EE | $7,500 | $6,710+11.8% | $5,820+28.9% | $6,710+11.8% |
| Admin fee / account holder | $1,938 | $14,007-86.2% | $10,614-81.7% | $11,403-83.0% |