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 | $69,066 | $105,181-34.3% | $159,436-56.7% | $85,850-19.6% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 9.12% | 45.07%-36.0pp | 263.57%-254.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,321 | $3,318-30.1% | $4,829-51.9% | $2,565-9.5% |
| Participant deferral / active EE | $7,164 | $5,945+20.5% | $7,352-2.6% | $3,952+81.3% |
| Admin fee / account holder | $1,246 | $6,933-82.0% | $10,799-88.5% | $6,260-80.1% |