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 8-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 | $180,954 | $107,334+68.6% | $92,893+94.8% | $152,861+18.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.29% | 145.58%-137.3pp | 109.41%-101.1pp | 345.32%-337.0pp |
| Employer contribution / active EE | $2,589 | $4,221-38.7% | $3,653-29.1% | $4,762-45.6% |
| Participant deferral / active EE | $3,910 | $4,845-19.3% | $4,236-7.7% | $5,850-33.2% |
| Admin fee / account holder | $370 | $7,079-94.8% | $5,794-93.6% | $11,596-96.8% |