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 7-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 | $27,641 | $85,022-67.5% | $70,515-60.8% | $139,434-80.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 6.35% | 30.38%-24.0pp | 32.77%-26.4pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,172 | $3,909-44.4% | $2,973-26.9% | $4,751-54.3% |
| Participant deferral / active EE | $3,155 | $5,890-46.4% | $4,567-30.9% | $6,710-53.0% |
| Admin fee / account holder | $1,900 | $8,906-78.7% | $6,412-70.4% | $11,403-83.3% |