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 3-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 | $47,156 | $74,888-37.0% | $71,209-33.8% | $142,382-66.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.49% | 345.14%-336.7pp | 282.51%-274.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,579 | $2,854-9.6% | $2,721-5.2% | $4,299-40.0% |
| Participant deferral / active EE | $8,231 | $4,454+84.8% | $4,175+97.1% | $6,507+26.5% |
| Admin fee / account holder | $3,828 | $5,568-31.3% | $5,349-28.4% | $12,624-69.7% |