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 7-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 | $58,838 | $210,648-72.1% | $177,989-66.9% | $145,922-59.7% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 7.50% | 385.86%-378.4pp | 294.48%-287.0pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,258 | $4,565-50.5% | $3,949-42.8% | $4,660-51.5% |
| Participant deferral / active EE | $3,041 | $6,958-56.3% | $6,276-51.5% | $6,688-54.5% |
| Admin fee / account holder | $1,812 | $12,013-84.9% | $10,363-82.5% | $13,397-86.5% |