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 | $69,024 | $165,335-58.3% | $149,696-53.9% | $158,922-56.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.72% | 348.15%-346.4pp | 276.60%-274.9pp | 302.83%-301.1pp |
| Employer contribution / active EE | $4,073 | $5,103-20.2% | $4,644-12.3% | $4,761-14.5% |
| Participant deferral / active EE | $5,746 | $7,181-20.0% | $6,842-16.0% | $5,982-3.9% |
| Admin fee / account holder | $2,244 | $10,807-79.2% | $9,309-75.9% | $11,246-80.0% |