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 | $69,431 | $88,751-21.8% | $81,812-15.1% | $145,922-52.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 6.95% | 1025.40%-1018.5pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,065 | $3,083-65.5% | $2,912-63.4% | $4,660-77.1% |
| Participant deferral / active EE | $1,998 | $4,643-57.0% | $4,319-53.7% | $6,688-70.1% |
| Admin fee / account holder | $391 | $8,415-95.4% | $7,386-94.7% | $13,397-97.1% |