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 | $34,412 | $109,881-68.7% | $150,045-77.1% | $84,808-59.4% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 12.81% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,754 | $3,561-50.7% | $4,693-62.6% | $2,631-33.3% |
| Participant deferral / active EE | $3,797 | $6,636-42.8% | $7,997-52.5% | $4,212-9.8% |
| Admin fee / account holder | $1,623 | $8,568-81.1% | $13,435-87.9% | $7,344-77.9% |