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 | $77,329 | $91,552-15.5% | $133,956-42.3% | $79,858-3.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.79% | 61.85%-57.1pp | 45.09%-40.3pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,912 | $2,384-19.8% | $3,919-51.2% | $2,471-22.6% |
| Participant deferral / active EE | $1,815 | $3,733-51.4% | $5,048-64.0% | $3,740-51.5% |
| Admin fee / account holder | $2,824 | $6,321-55.3% | $8,927-68.4% | $5,306-46.8% |