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 | $43,463 | $80,717-46.2% | $154,803-71.9% | $84,808-48.8% |
| Participation rate | 85.5% | 66.8%+18.6pp | 78.1%+7.4pp | 68.3%+17.1pp |
| Annual return | 9.10% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $10,570 | $2,761+282.8% | $4,305+145.5% | $2,631+301.7% |
| Participant deferral / active EE | $3,252 | $3,303-1.5% | $5,540-41.3% | $4,212-22.8% |
| Admin fee / account holder | $304 | $6,746-95.5% | $14,329-97.9% | $7,344-95.9% |