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 | $106,303 | $65,041+63.4% | $90,951+16.9% | $79,858+33.1% |
| Participation rate | 88.5% | 61.6%+26.9pp | 69.0%+19.5pp | 69.6%+18.8pp |
| Annual return | 2.40% | 30.45%-28.0pp | 134.60%-132.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $3,499 | $1,247+180.5% | $2,122+64.9% | $2,471+41.6% |
| Participant deferral / active EE | $4,253 | $2,512+69.3% | $3,373+26.1% | $3,740+13.7% |
| Admin fee / account holder | $1,886 | $4,536-58.4% | $5,959-68.4% | $5,306-64.5% |