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 | $67,208 | $115,770-41.9% | $101,248-33.6% | $158,922-57.7% |
| Participation rate | 79.2% | 79.4%-0.2pp | 75.8%+3.4pp | 82.0%-2.8pp |
| Annual return | 7.13% | 56.14%-49.0pp | 46.47%-39.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,486 | $4,175-40.4% | $3,660-32.1% | $4,761-47.8% |
| Participant deferral / active EE | $3,680 | $4,957-25.8% | $4,370-15.8% | $5,982-38.5% |
| Admin fee / account holder | $2,250 | $7,245-68.9% | $5,945-62.1% | $11,246-80.0% |