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 8-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 | $77,995 | $201,272-61.2% | $184,203-57.7% | $145,922-46.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.22% | 29.00%-26.8pp | 28.81%-26.6pp | 561.29%-559.1pp |
| Employer contribution / active EE | $3,457 | $7,022-50.8% | $6,427-46.2% | $4,660-25.8% |
| Participant deferral / active EE | $8,948 | $9,806-8.8% | $9,131-2.0% | $6,688+33.8% |
| Admin fee / account holder | $4,123 | $16,364-74.8% | $13,901-70.3% | $13,397-69.2% |