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 | $26,117 | $124,281-79.0% | $109,143-76.1% | $167,490-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.99% | 26.04%-22.1pp | 25.75%-21.8pp | 478.56%-474.6pp |
| Employer contribution / active EE | $1,553 | $4,207-63.1% | $3,722-58.3% | $4,837-67.9% |
| Participant deferral / active EE | $9,171 | $5,255+74.5% | $4,653+97.1% | $6,341+44.6% |
| Admin fee / account holder | $1,097 | $7,970-86.2% | $6,752-83.8% | $12,309-91.1% |