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 9-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 | $38,252 | $91,190-58.1% | $178,490-78.6% | $79,858-52.1% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 9.12% | 24.19%-15.1pp | 151.07%-142.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,220 | $3,256-31.8% | $5,011-55.7% | $2,471-10.1% |
| Participant deferral / active EE | $2,381 | $3,236-26.4% | $5,202-54.2% | $3,740-36.3% |
| Admin fee / account holder | $2,039 | $6,751-69.8% | $13,984-85.4% | $5,306-61.6% |