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 9-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 | $86,925 | $154,117-43.6% | $129,995-33.1% | $139,434-37.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.42% | 32.48%-27.1pp | -137.18%+142.6pp | 372.94%-367.5pp |
| Employer contribution / active EE | $2,642 | $5,289-50.0% | $4,320-38.8% | $4,751-44.4% |
| Participant deferral / active EE | $15,775 | $6,710+135.1% | $5,820+171.0% | $6,710+135.1% |
| Admin fee / account holder | $1,667 | $14,007-88.1% | $10,614-84.3% | $11,403-85.4% |