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 4-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 | $84,607 | $95,266-11.2% | $82,389+2.7% | $142,382-40.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.25% | 25.74%-17.5pp | 28.67%-20.4pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,221 | $2,991+7.7% | $2,517+27.9% | $4,299-25.1% |
| Participant deferral / active EE | $15,483 | $4,809+222.0% | $4,155+272.7% | $6,507+137.9% |
| Admin fee / account holder | $1,122 | $8,563-86.9% | $7,231-84.5% | $12,624-91.1% |