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 | $12,725 | $80,717-84.2% | $154,803-91.8% | $84,808-85.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.90% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,534 | $2,761-8.2% | $4,305-41.1% | $2,631-3.7% |
| Participant deferral / active EE | $1,521 | $3,303-54.0% | $5,540-72.6% | $4,212-63.9% |
| Admin fee / account holder | $649 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |