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 | $23,674 | $165,984-85.7% | $164,813-85.6% | $145,922-83.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 3.01% | 100.03%-97.0pp | 69.93%-66.9pp | 561.29%-558.3pp |
| Employer contribution / active EE | $2,600 | $5,273-50.7% | $4,341-40.1% | $4,660-44.2% |
| Participant deferral / active EE | $5,084 | $6,959-26.9% | $6,031-15.7% | $6,688-24.0% |
| Admin fee / account holder | $1,760 | $16,648-89.4% | $12,690-86.1% | $13,397-86.9% |