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 | $64,723 | $52,279+23.8% | $89,391-27.6% | $79,858-19.0% |
| Participation rate | 96.5% | 57.5%+39.0pp | 68.0%+28.5pp | 69.6%+26.9pp |
| Annual return | 7.69% | 22.16%-14.5pp | 245.62%-237.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,942 | $1,572+23.6% | $2,586-24.9% | $2,471-21.4% |
| Participant deferral / active EE | $4,889 | $2,740+78.4% | $3,890+25.7% | $3,740+30.7% |
| Admin fee / account holder | $1,321 | $3,356-60.6% | $4,881-72.9% | $5,306-75.1% |