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 | $108,404 | $87,733+23.6% | $106,548+1.7% | $85,850+26.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.40% | 21.86%-12.5pp | 26.80%-17.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $5,943 | $2,073+186.7% | $2,819+110.8% | $2,565+131.7% |
| Participant deferral / active EE | $4,307 | $3,469+24.1% | $4,398-2.1% | $3,952+9.0% |
| Admin fee / account holder | $3,103 | $6,767-54.1% | $7,407-58.1% | $6,260-50.4% |