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 | $38,699 | $183,519-78.9% | $155,509-75.1% | $145,922-73.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.76% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,086 | $5,313-79.6% | $4,672-76.8% | $4,660-76.7% |
| Participant deferral / active EE | $9,451 | $6,462+46.2% | $5,626+68.0% | $6,688+41.3% |
| Admin fee / account holder | $12,786 | $19,313-33.8% | $15,912-19.6% | $13,397-4.6% |