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 | $78,069 | $106,584-26.8% | $101,326-23.0% | $142,382-45.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 7.85% | 36.93%-29.1pp | 36.82%-29.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,523 | $3,956-36.2% | $3,665-31.2% | $4,299-41.3% |
| Participant deferral / active EE | $5,627 | $8,297-32.2% | $7,994-29.6% | $6,507-13.5% |
| Admin fee / account holder | $684 | $11,446-94.0% | $11,185-93.9% | $12,624-94.6% |