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 8-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 | $25,428 | $183,519-86.1% | $155,509-83.6% | $145,922-82.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.08% | 61.17%-59.1pp | 64.67%-62.6pp | 561.29%-559.2pp |
| Employer contribution / active EE | $2,762 | $5,313-48.0% | $4,672-40.9% | $4,660-40.7% |
| Participant deferral / active EE | $4,463 | $6,462-30.9% | $5,626-20.7% | $6,688-33.3% |
| Admin fee / account holder | $685 | $19,313-96.5% | $15,912-95.7% | $13,397-94.9% |