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 | $138,026 | $111,754+23.5% | $103,333+33.6% | $145,922-5.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.29% | 24.77%-18.5pp | 24.88%-18.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $878 | $4,212-79.2% | $3,868-77.3% | $4,660-81.2% |
| Participant deferral / active EE | $2,491 | $5,619-55.7% | $5,057-50.7% | $6,688-62.8% |
| Admin fee / account holder | $3,500 | $9,750-64.1% | $8,355-58.1% | $13,397-73.9% |