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 5-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 | $49,791 | $111,754-55.4% | $103,333-51.8% | $145,922-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.69% | 24.77%-17.1pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $3,287 | $4,212-22.0% | $3,868-15.0% | $4,660-29.5% |
| Participant deferral / active EE | $1,646 | $5,619-70.7% | $5,057-67.5% | $6,688-75.4% |
| Admin fee / account holder | $16,552 | $9,750+69.8% | $8,355+98.1% | $13,397+23.6% |