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 | $189,628 | $98,240+93.0% | $82,313+130.4% | $147,584+28.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.55% | 30.85%-23.3pp | 25.88%-18.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,980 | $3,192-38.0% | $2,428-18.5% | $4,876-59.4% |
| Participant deferral / active EE | $8,190 | $4,383+86.9% | $3,706+121.0% | $5,439+50.6% |
| Admin fee / account holder | $1,507 | $8,563-82.4% | $5,608-73.1% | $10,885-86.2% |