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 10-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 | $28,706 | $108,919-73.6% | $100,391-71.4% | $145,922-80.3% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 8.53% | 57.88%-49.4pp | 49.20%-40.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,865 | $4,419-57.8% | $3,942-52.7% | $4,660-60.0% |
| Participant deferral / active EE | $5,519 | $8,445-34.6% | $8,082-31.7% | $6,688-17.5% |
| Admin fee / account holder | $469 | $9,689-95.2% | $7,899-94.1% | $13,397-96.5% |