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 | $37,200 | $114,381-67.5% | $107,525-65.4% | $142,382-73.9% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 9.09% | 242.71%-233.6pp | 181.32%-172.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,704 | $4,015-57.6% | $3,754-54.6% | $4,299-60.4% |
| Participant deferral / active EE | $2,126 | $5,564-61.8% | $5,116-58.4% | $6,507-67.3% |
| Admin fee / account holder | $2,495 | $9,860-74.7% | $8,919-72.0% | $12,624-80.2% |