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 | $43,920 | $48,795-10.0% | $65,493-32.9% | $84,808-48.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 0.57% | 20.20%-19.6pp | 982.45%-981.9pp | 40.90%-40.3pp |
| Employer contribution / active EE | $1,046 | $1,930-45.8% | $2,574-59.3% | $2,631-60.2% |
| Participant deferral / active EE | $5,364 | $2,928+83.2% | $3,961+35.4% | $4,212+27.4% |
| Admin fee / account holder | $3,094 | $3,877-20.2% | $5,028-38.5% | $7,344-57.9% |