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 3-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 | $23,565 | $109,982-78.6% | $97,226-75.8% | $145,922-83.9% |
| Participation rate | 76.5% | 75.9%+0.5pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 7.36% | 242.90%-235.5pp | 75.13%-67.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,404 | $3,084-22.1% | $2,729-11.9% | $4,660-48.4% |
| Participant deferral / active EE | $4,737 | $4,676+1.3% | $4,264+11.1% | $6,688-29.2% |
| Admin fee / account holder | $452 | $6,221-92.7% | $5,654-92.0% | $13,397-96.6% |