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 | $151,761 | $101,724+49.2% | $164,813-7.9% | $80,856+87.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.62% | 16.72%-8.1pp | 69.93%-61.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,336 | $2,953-54.8% | $4,341-69.2% | $2,755-51.5% |
| Participant deferral / active EE | $4,269 | $4,477-4.6% | $6,031-29.2% | $4,296-0.6% |
| Admin fee / account holder | $5,775 | $8,227-29.8% | $12,690-54.5% | $6,918-16.5% |