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 | $45,733 | $179,726-74.6% | $156,263-70.7% | $142,382-67.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.62% | 77.86%-68.2pp | 59.47%-49.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,064 | $5,069-39.6% | $4,333-29.3% | $4,299-28.7% |
| Participant deferral / active EE | $4,138 | $6,956-40.5% | $6,158-32.8% | $6,507-36.4% |
| Admin fee / account holder | $5,173 | $17,272-70.0% | $14,255-63.7% | $12,624-59.0% |