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 | $33,233 | $89,753-63.0% | $107,525-69.1% | $84,808-60.8% |
| Participation rate | 98.1% | 68.1%+30.1pp | 75.1%+23.0pp | 68.3%+29.8pp |
| Annual return | 12.68% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,718 | $3,113+83.7% | $3,754+52.3% | $2,631+117.3% |
| Participant deferral / active EE | $3,831 | $4,056-5.5% | $5,116-25.1% | $4,212-9.0% |
| Admin fee / account holder | $3,885 | $7,222-46.2% | $8,919-56.4% | $7,344-47.1% |