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 | $90,896 | $117,983-23.0% | $101,794-10.7% | $142,382-36.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.66% | 36.92%-31.3pp | 30.53%-24.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,998 | $2,773+8.1% | $2,289+31.0% | $4,299-30.3% |
| Participant deferral / active EE | $5,842 | $4,714+23.9% | $4,084+43.0% | $6,507-10.2% |
| Admin fee / account holder | $6,352 | $10,433-39.1% | $8,777-27.6% | $12,624-49.7% |