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 | $70,514 | $114,381-38.4% | $107,525-34.4% | $142,382-50.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.11% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $9,345 | $4,015+132.8% | $3,754+149.0% | $4,299+117.4% |
| Participant deferral / active EE | $2,574 | $5,564-53.7% | $5,116-49.7% | $6,507-60.5% |
| Admin fee / account holder | $4,118 | $9,860-58.2% | $8,919-53.8% | $12,624-67.4% |