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 | $108,382 | $107,334+1.0% | $92,893+16.7% | $152,861-29.1% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 3.17% | 145.58%-142.4pp | 109.41%-106.2pp | 345.32%-342.1pp |
| Employer contribution / active EE | $1,228 | $4,221-70.9% | $3,653-66.4% | $4,762-74.2% |
| Participant deferral / active EE | $2,717 | $4,845-43.9% | $4,236-35.9% | $5,850-53.6% |
| Admin fee / account holder | $2,409 | $7,079-66.0% | $5,794-58.4% | $11,596-79.2% |