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 | $16,193 | $56,053-71.1% | $75,972-78.7% | $80,856-80.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.15% | 20.53%-10.4pp | 359.55%-349.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,975 | $1,874+5.4% | $2,685-26.4% | $2,755-28.3% |
| Participant deferral / active EE | $4,567 | $3,052+49.7% | $4,255+7.3% | $4,296+6.3% |
| Admin fee / account holder | $614 | $5,234-88.3% | $6,467-90.5% | $6,918-91.1% |