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 4-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 | $163,439 | $127,065+28.6% | $113,168+44.4% | $142,382+14.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.22% | 24.03%-17.8pp | 24.27%-18.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,139 | $3,442-8.8% | $2,975+5.5% | $4,299-27.0% |
| Participant deferral / active EE | $4,497 | $5,716-21.3% | $5,107-12.0% | $6,507-30.9% |
| Admin fee / account holder | $103,195 | $15,736+555.8% | $12,068+755.1% | $12,624+717.5% |