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 | $44,648 | $74,888-40.4% | $71,209-37.3% | $142,382-68.6% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 7.65% | 345.14%-337.5pp | 282.51%-274.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,412 | $2,854-15.5% | $2,721-11.4% | $4,299-43.9% |
| Participant deferral / active EE | $5,216 | $4,454+17.1% | $4,175+24.9% | $6,507-19.8% |
| Admin fee / account holder | $1,938 | $5,568-65.2% | $5,349-63.8% | $12,624-84.6% |