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 6-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 | $88,686 | $149,734-40.8% | $118,925-25.4% | $158,922-44.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.69% | 19.95%-15.3pp | 35.88%-31.2pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,134 | $4,115-48.1% | $3,263-34.6% | $4,761-55.2% |
| Participant deferral / active EE | $4,775 | $5,223-8.6% | $4,265+12.0% | $5,982-20.2% |
| Admin fee / account holder | $3,000 | $8,603-65.1% | $6,581-54.4% | $11,246-73.3% |