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 7-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 | $29,132 | $48,076-39.4% | $78,689-63.0% | $62,891-53.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.96% | 31.35%-27.4pp | 62.18%-58.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $4,277 | $2,015+112.3% | $2,851+50.0% | $2,281+87.5% |
| Participant deferral / active EE | $1,383 | $2,588-46.6% | $3,517-60.7% | $3,203-56.8% |
| Admin fee / account holder | $1,781 | $3,207-44.5% | $4,510-60.5% | $4,296-58.5% |