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 | $69,659 | $117,841-40.9% | $102,423-32.0% | $145,922-52.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 8.39% | 31.65%-23.3pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,544 | $3,615-29.6% | $3,023-15.9% | $4,660-45.4% |
| Participant deferral / active EE | $7,678 | $5,731+34.0% | $5,053+52.0% | $6,688+14.8% |
| Admin fee / account holder | $2,762 | $13,326-79.3% | $9,451-70.8% | $13,397-79.4% |