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 6-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 | $41,568 | $183,519-77.3% | $155,509-73.3% | $145,922-71.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 1.53% | 61.17%-59.6pp | 64.67%-63.1pp | 561.29%-559.8pp |
| Employer contribution / active EE | $3,222 | $5,313-39.4% | $4,672-31.1% | $4,660-30.9% |
| Participant deferral / active EE | $5,675 | $6,462-12.2% | $5,626+0.9% | $6,688-15.1% |
| Admin fee / account holder | $3,846 | $19,313-80.1% | $15,912-75.8% | $13,397-71.3% |