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 4-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 | $58,422 | $97,744-40.2% | $103,476-43.5% | $145,922-60.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 2.69% | 25.41%-22.7pp | 23.90%-21.2pp | 561.29%-558.6pp |
| Employer contribution / active EE | $15,120 | $4,677+223.3% | $4,672+223.6% | $4,660+224.5% |
| Participant deferral / active EE | $11,233 | $6,603+70.1% | $6,623+69.6% | $6,688+68.0% |
| Admin fee / account holder | $1,086 | $12,515-91.3% | $9,413-88.5% | $13,397-91.9% |