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 | $72,367 | $179,726-59.7% | $156,263-53.7% | $142,382-49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.50% | 77.86%-71.4pp | 59.47%-53.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,280 | $5,069-55.0% | $4,333-47.4% | $4,299-47.0% |
| Participant deferral / active EE | $6,200 | $6,956-10.9% | $6,158+0.7% | $6,507-4.7% |
| Admin fee / account holder | $44,806 | $17,272+159.4% | $14,255+214.3% | $12,624+254.9% |