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 | $79,630 | $68,719+15.9% | $91,541-13.0% | $84,808-6.1% |
| Participation rate | 96.0% | 64.5%+31.5pp | 69.8%+26.2pp | 68.3%+27.7pp |
| Annual return | 7.36% | 19.12%-11.8pp | 20.50%-13.1pp | 40.90%-33.5pp |
| Employer contribution / active EE | $12,072 | $1,920+528.8% | $2,505+382.0% | $2,631+358.9% |
| Participant deferral / active EE | $1,761 | $3,136-43.8% | $4,008-56.1% | $4,212-58.2% |
| Admin fee / account holder | $978 | $5,786-83.1% | $6,956-85.9% | $7,344-86.7% |