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 | $39,819 | $74,888-46.8% | $71,209-44.1% | $142,382-72.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.61% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,195 | $2,854+11.9% | $2,721+17.4% | $4,299-25.7% |
| Participant deferral / active EE | $9,211 | $4,454+106.8% | $4,175+120.6% | $6,507+41.5% |
| Admin fee / account holder | $12,092 | $5,568+117.2% | $5,349+126.1% | $12,624-4.2% |