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 8-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 | $51,891 | $111,754-53.6% | $103,333-49.8% | $145,922-64.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.04% | 24.77%-18.7pp | 24.88%-18.8pp | 561.29%-555.2pp |
| Employer contribution / active EE | $14,718 | $4,212+249.4% | $3,868+280.5% | $4,660+215.9% |
| Participant deferral / active EE | $4,792 | $5,619-14.7% | $5,057-5.3% | $6,688-28.4% |
| Admin fee / account holder | $4,150 | $9,750-57.4% | $8,355-50.3% | $13,397-69.0% |