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 4-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 | $12,766 | $88,751-85.6% | $81,812-84.4% | $145,922-91.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 8.64% | 1025.40%-1016.8pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,447 | $3,083+11.8% | $2,912+18.4% | $4,660-26.0% |
| Participant deferral / active EE | $4,866 | $4,643+4.8% | $4,319+12.7% | $6,688-27.2% |
| Admin fee / account holder | $5,509 | $8,415-34.5% | $7,386-25.4% | $13,397-58.9% |