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 | $29,585 | $117,841-74.9% | $102,423-71.1% | $145,922-79.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.04% | 31.65%-25.6pp | 29.32%-23.3pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,228 | $3,615-38.4% | $3,023-26.3% | $4,660-52.2% |
| Participant deferral / active EE | $2,890 | $5,731-49.6% | $5,053-42.8% | $6,688-56.8% |
| Admin fee / account holder | $423 | $13,326-96.8% | $9,451-95.5% | $13,397-96.8% |