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 | $42,068 | $159,901-73.7% | $146,958-71.4% | $145,922-71.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 7.30% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,930 | $5,286-44.6% | $4,933-40.6% | $4,660-37.1% |
| Participant deferral / active EE | $6,080 | $8,428-27.9% | $8,070-24.7% | $6,688-9.1% |
| Admin fee / account holder | $8,016 | $15,044-46.7% | $12,998-38.3% | $13,397-40.2% |