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 | $46,100 | $114,381-59.7% | $107,525-57.1% | $142,382-67.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.67% | 242.71%-239.0pp | 181.32%-177.6pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,359 | $4,015-41.2% | $3,754-37.2% | $4,299-45.1% |
| Participant deferral / active EE | $13,638 | $5,564+145.1% | $5,116+166.6% | $6,507+109.6% |
| Admin fee / account holder | $1,887 | $9,860-80.9% | $8,919-78.8% | $12,624-85.1% |