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 7-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 | $72,703 | $76,312-4.7% | $67,221+8.2% | $158,922-54.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.44% | 22.77%-19.3pp | 20.72%-17.3pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,466 | $4,476-44.9% | $3,723-33.8% | $4,761-48.2% |
| Participant deferral / active EE | $6,794 | $5,264+29.1% | $4,384+55.0% | $5,982+13.6% |
| Admin fee / account holder | $388 | $8,005-95.2% | $5,844-93.4% | $11,246-96.6% |