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 9-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 | $54,125 | $91,190-40.6% | $178,490-69.7% | $79,858-32.2% |
| Participation rate | 71.8% | 69.2%+2.6pp | 81.9%-10.1pp | 69.6%+2.2pp |
| Annual return | 8.97% | 24.19%-15.2pp | 151.07%-142.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,375 | $3,256-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $1,847 | $3,236-42.9% | $5,202-64.5% | $3,740-50.6% |
| Admin fee / account holder | $2,428 | $6,751-64.0% | $13,984-82.6% | $5,306-54.2% |