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 | $44,689 | $96,128-53.5% | $136,007-67.1% | $80,856-44.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.66% | 28.71%-20.0pp | 579.32%-570.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $10,557 | $3,351+215.0% | $4,217+150.4% | $2,755+283.2% |
| Participant deferral / active EE | $8,736 | $5,709+53.0% | $7,025+24.4% | $4,296+103.4% |
| Admin fee / account holder | $4,397 | $8,236-46.6% | $6,858-35.9% | $6,918-36.4% |