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 | $73,716 | $101,724-27.5% | $164,813-55.3% | $80,856-8.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.86% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.7pp |
| Employer contribution / active EE | $9,086 | $2,953+207.6% | $4,341+109.3% | $2,755+229.8% |
| Participant deferral / active EE | $5,068 | $4,477+13.2% | $6,031-16.0% | $4,296+18.0% |
| Admin fee / account holder | $7,538 | $8,227-8.4% | $12,690-40.6% | $6,918+9.0% |