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 9-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 | $94,136 | $115,770-18.7% | $101,248-7.0% | $158,922-40.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.01% | 56.14%-53.1pp | 46.47%-43.5pp | 302.83%-299.8pp |
| Employer contribution / active EE | $10,862 | $4,175+160.2% | $3,660+196.8% | $4,761+128.1% |
| Participant deferral / active EE | $8,152 | $4,957+64.4% | $4,370+86.5% | $5,982+36.3% |
| Admin fee / account holder | $9,117 | $7,245+25.8% | $5,945+53.3% | $11,246-18.9% |