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 | $39,683 | $77,419-48.7% | $69,455-42.9% | $152,861-74.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 2.21% | 39.06%-36.9pp | 28.97%-26.8pp | 345.32%-343.1pp |
| Employer contribution / active EE | $416 | $3,315-87.5% | $2,779-85.0% | $4,762-91.3% |
| Participant deferral / active EE | $3,061 | $4,414-30.6% | $3,535-13.4% | $5,850-47.7% |
| Admin fee / account holder | $391 | $6,207-93.7% | $3,839-89.8% | $11,596-96.6% |