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 10-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 | $45,497 | $76,552-40.6% | $123,892-63.3% | $62,891-27.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.40% | 18.68%-20.1pp | 47.52%-48.9pp | 20.14%-21.5pp |
| Employer contribution / active EE | $5,484 | $2,883+90.2% | $4,617+18.8% | $2,281+140.4% |
| Participant deferral / active EE | $5,720 | $4,840+18.2% | $5,984-4.4% | $3,203+78.6% |
| Admin fee / account holder | $3,072 | $4,826-36.3% | $8,357-63.2% | $4,296-28.5% |