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 | $21,856 | $127,065-82.8% | $113,168-80.7% | $142,382-84.7% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 9.52% | 24.03%-14.5pp | 24.27%-14.7pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,058 | $3,442-40.2% | $2,975-30.8% | $4,299-52.1% |
| Participant deferral / active EE | $4,989 | $5,716-12.7% | $5,107-2.3% | $6,507-23.3% |
| Admin fee / account holder | $3,769 | $15,736-76.0% | $12,068-68.8% | $12,624-70.1% |