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 4-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 | $52,829 | $95,266-44.5% | $82,389-35.9% | $142,382-62.9% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | -1.24% | 25.74%-27.0pp | 28.67%-29.9pp | 217.08%-218.3pp |
| Employer contribution / active EE | $13,335 | $2,991+345.8% | $2,517+429.8% | $4,299+210.2% |
| Participant deferral / active EE | $9,124 | $4,809+89.7% | $4,155+119.6% | $6,507+40.2% |
| Admin fee / account holder | $480 | $8,563-94.4% | $7,231-93.4% | $12,624-96.2% |