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 | $45,130 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.69% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,578 | $5,286-70.1% | $4,933-68.0% | $4,660-66.1% |
| Participant deferral / active EE | $2,942 | $8,428-65.1% | $8,070-63.5% | $6,688-56.0% |
| Admin fee / account holder | $947 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |