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 10-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 | $43,990 | $111,301-60.5% | $112,977-61.1% | $158,922-72.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 4.69% | 26.40%-21.7pp | 24.24%-19.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,445 | $4,471-67.7% | $4,255-66.0% | $4,761-69.7% |
| Participant deferral / active EE | $6,197 | $5,880+5.4% | $5,836+6.2% | $5,982+3.6% |
| Admin fee / account holder | $23,396 | $8,392+178.8% | $6,294+271.7% | $11,246+108.0% |