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 | $23,557 | $37,426-37.1% | $77,482-69.6% | $79,858-70.5% |
| Participation rate | 71.7% | 41.5%+30.2pp | 54.2%+17.6pp | 69.6%+2.1pp |
| Annual return | 10.05% | 39.70%-29.7pp | 54.79%-44.7pp | 31.71%-21.7pp |
| Employer contribution / active EE | $701 | $637+10.1% | $986-28.9% | $2,471-71.6% |
| Participant deferral / active EE | $1,759 | $1,260+39.6% | $1,861-5.5% | $3,740-53.0% |
| Admin fee / account holder | $4,356 | $2,504+74.0% | $2,858+52.4% | $5,306-17.9% |