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 | $130,920 | $117,983+11.0% | $101,794+28.6% | $142,382-8.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.96% | 36.92%-29.0pp | 30.53%-22.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,306 | $2,773-16.8% | $2,289+0.7% | $4,299-46.4% |
| Participant deferral / active EE | $3,253 | $4,714-31.0% | $4,084-20.3% | $6,507-50.0% |
| Admin fee / account holder | $1,049 | $10,433-89.9% | $8,777-88.0% | $12,624-91.7% |