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 | $54,586 | $56,114-2.7% | $96,139-43.2% | $85,850-36.4% |
| Participation rate | 85.7% | 56.7%+29.0pp | 68.4%+17.3pp | 69.3%+16.4pp |
| Annual return | 9.28% | 42.30%-33.0pp | 191.94%-182.7pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,394 | $1,620+47.8% | $2,797-14.4% | $2,565-6.7% |
| Participant deferral / active EE | $1,949 | $2,859-31.8% | $4,349-55.2% | $3,952-50.7% |
| Admin fee / account holder | $1,917 | $3,768-49.1% | $5,537-65.4% | $6,260-69.4% |