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 | $59,515 | $117,841-49.5% | $102,423-41.9% | $145,922-59.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 7.86% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $6,754 | $3,615+86.8% | $3,023+123.4% | $4,660+44.9% |
| Participant deferral / active EE | $3,336 | $5,731-41.8% | $5,053-34.0% | $6,688-50.1% |
| Admin fee / account holder | $11,148 | $13,326-16.3% | $9,451+18.0% | $13,397-16.8% |