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 8-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 | $20,690 | $148,534-86.1% | $135,903-84.8% | $139,434-85.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 11.87% | 79.19%-67.3pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,813 | $5,243-46.4% | $4,856-42.1% | $4,751-40.8% |
| Participant deferral / active EE | $3,715 | $8,100-54.1% | $7,758-52.1% | $6,710-44.6% |
| Admin fee / account holder | $3,458 | $12,400-72.1% | $10,762-67.9% | $11,403-69.7% |