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 | $197,405 | $95,266+107.2% | $82,389+139.6% | $142,382+38.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 3.51% | 25.74%-22.2pp | 28.67%-25.2pp | 217.08%-213.6pp |
| Employer contribution / active EE | $13,008 | $2,991+334.9% | $2,517+416.8% | $4,299+202.6% |
| Participant deferral / active EE | $20,667 | $4,809+329.8% | $4,155+397.4% | $6,507+217.6% |
| Admin fee / account holder | $7,236 | $8,563-15.5% | $7,231+0.1% | $12,624-42.7% |