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 | $47,065 | $87,013-45.9% | $106,213-55.7% | $80,856-41.8% |
| Participation rate | 94.4% | 70.4%+24.0pp | 75.3%+19.2pp | 67.6%+26.8pp |
| Annual return | 9.40% | 17.05%-7.6pp | 116.14%-106.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,154 | $2,395-51.8% | $3,171-63.6% | $2,755-58.1% |
| Participant deferral / active EE | $4,430 | $3,986+11.1% | $5,016-11.7% | $4,296+3.1% |
| Admin fee / account holder | $9,266 | $8,431+9.9% | $11,033-16.0% | $6,918+33.9% |