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 | $90,663 | $94,338-3.9% | $100,534-9.8% | $142,382-36.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 5.69% | 29.20%-23.5pp | 32.66%-27.0pp | 217.08%-211.4pp |
| Employer contribution / active EE | $4,264 | $4,237+0.6% | $4,346-1.9% | $4,299-0.8% |
| Participant deferral / active EE | $24,651 | $5,934+315.4% | $6,144+301.2% | $6,507+278.8% |
| Admin fee / account holder | $1,153 | $8,421-86.3% | $7,654-84.9% | $12,624-90.9% |