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 | $98,060 | $103,376-5.1% | $87,100+12.6% | $152,861-35.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 9.36% | 28.10%-18.7pp | 28.19%-18.8pp | 345.32%-336.0pp |
| Employer contribution / active EE | $2,002 | $3,220-37.8% | $2,521-20.6% | $4,762-58.0% |
| Participant deferral / active EE | $4,277 | $4,778-10.5% | $4,049+5.6% | $5,850-26.9% |
| Admin fee / account holder | $2,852 | $12,205-76.6% | $7,497-62.0% | $11,596-75.4% |