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 | $39,230 | $90,745-56.8% | $130,231-69.9% | $75,163-47.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 11.62% | 34.45%-22.8pp | 38.77%-27.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $13,446 | $3,314+305.8% | $4,126+225.9% | $2,670+403.6% |
| Participant deferral / active EE | $7,734 | $5,362+44.2% | $6,799+13.8% | $4,125+87.5% |
| Admin fee / account holder | $622 | $6,331-90.2% | $6,020-89.7% | $5,651-89.0% |