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 | $34,779 | $201,272-82.7% | $184,203-81.1% | $145,922-76.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.82% | 29.00%-29.8pp | 28.81%-29.6pp | 561.29%-562.1pp |
| Employer contribution / active EE | $3,035 | $7,022-56.8% | $6,427-52.8% | $4,660-34.9% |
| Participant deferral / active EE | $10,124 | $9,806+3.2% | $9,131+10.9% | $6,688+51.4% |
| Admin fee / account holder | $481 | $16,364-97.1% | $13,901-96.5% | $13,397-96.4% |