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 | $84,288 | $30,400+177.3% | $53,898+56.4% | $84,808-0.6% |
| Participation rate | 78.6% | 46.4%+32.1pp | 55.0%+23.6pp | 68.3%+10.3pp |
| Annual return | 13.84% | 500.19%-486.3pp | 528.60%-514.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,339 | $603+122.1% | $932+43.6% | $2,631-49.1% |
| Participant deferral / active EE | $3,576 | $1,199+198.3% | $1,826+95.8% | $4,212-15.1% |
| Admin fee / account holder | $1,945 | $1,993-2.4% | $2,491-21.9% | $7,344-73.5% |