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 5-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 | $43,907 | $106,584-58.8% | $101,326-56.7% | $142,382-69.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.28% | 36.93%-27.6pp | 36.82%-27.5pp | 217.08%-207.8pp |
| Employer contribution / active EE | $7,877 | $3,956+99.1% | $3,665+114.9% | $4,299+83.2% |
| Participant deferral / active EE | $19,771 | $8,297+138.3% | $7,994+147.3% | $6,507+203.8% |
| Admin fee / account holder | $59,783 | $11,446+422.3% | $11,185+434.5% | $12,624+373.6% |