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 8-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 | $94,125 | $86,929+8.3% | $102,423-8.1% | $80,856+16.4% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | -21.97% | 18.88%-40.9pp | 29.32%-51.3pp | 35.59%-57.6pp |
| Employer contribution / active EE | $15,503 | $2,369+554.3% | $3,023+412.8% | $2,755+462.7% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,696 | $8,049+8.0% | $9,451-8.0% | $6,918+25.7% |