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 | $92,652 | $148,534-37.6% | $135,903-31.8% | $139,434-33.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.85% | 79.19%-68.3pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,234 | $5,243-57.4% | $4,856-54.0% | $4,751-53.0% |
| Participant deferral / active EE | $3,390 | $8,100-58.1% | $7,758-56.3% | $6,710-49.5% |
| Admin fee / account holder | $6,349 | $12,400-48.8% | $10,762-41.0% | $11,403-44.3% |