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 | $12,962 | $74,888-82.7% | $71,209-81.8% | $142,382-90.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 8.83% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,582 | $2,854-44.6% | $2,721-41.9% | $4,299-63.2% |
| Participant deferral / active EE | $3,475 | $4,454-22.0% | $4,175-16.8% | $6,507-46.6% |
| Admin fee / account holder | $1,171 | $5,568-79.0% | $5,349-78.1% | $12,624-90.7% |