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 | $38,612 | $159,901-75.9% | $146,958-73.7% | $145,922-73.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 3.14% | 98.13%-95.0pp | 418.34%-415.2pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,700 | $5,286-67.8% | $4,933-65.5% | $4,660-63.5% |
| Participant deferral / active EE | $3,124 | $8,428-62.9% | $8,070-61.3% | $6,688-53.3% |
| Admin fee / account holder | $4,389 | $15,044-70.8% | $12,998-66.2% | $13,397-67.2% |