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 | $32,600 | $86,929-62.5% | $102,423-68.2% | $80,856-59.7% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 9.88% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,609 | $4,118-36.6% | $5,053-48.4% | $4,296-39.3% |
| Admin fee / account holder | $2,413 | $8,049-70.0% | $9,451-74.5% | $6,918-65.1% |