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 | $77,050 | $111,754-31.1% | $103,333-25.4% | $145,922-47.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.81% | 24.77%-22.0pp | 24.88%-22.1pp | 561.29%-558.5pp |
| Employer contribution / active EE | $2,236 | $4,212-46.9% | $3,868-42.2% | $4,660-52.0% |
| Participant deferral / active EE | $11,180 | $5,619+99.0% | $5,057+121.1% | $6,688+67.2% |
| Admin fee / account holder | $314 | $9,750-96.8% | $8,355-96.2% | $13,397-97.7% |