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 3-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 | $34,828 | $214,378-83.8% | $200,582-82.6% | $142,382-75.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 6.56% | 46.41%-39.8pp | 42.33%-35.8pp | 217.08%-210.5pp |
| Employer contribution / active EE | $5,850 | $6,841-14.5% | $6,419-8.9% | $4,299+36.1% |
| Participant deferral / active EE | $9,041 | $9,865-8.4% | $9,331-3.1% | $6,507+38.9% |
| Admin fee / account holder | $17,610 | $17,692-0.5% | $16,305+8.0% | $12,624+39.5% |