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 8-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 | $40,716 | $87,733-53.6% | $106,548-61.8% | $85,850-52.6% |
| Participation rate | 97.1% | 71.9%+25.1pp | 76.1%+20.9pp | 69.3%+27.7pp |
| Annual return | 10.04% | 21.86%-11.8pp | 26.80%-16.8pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,813 | $2,073-12.5% | $2,819-35.7% | $2,565-29.3% |
| Participant deferral / active EE | $3,444 | $3,469-0.7% | $4,398-21.7% | $3,952-12.8% |
| Admin fee / account holder | $641 | $6,767-90.5% | $7,407-91.3% | $6,260-89.8% |