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 6-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 | $43,704 | $159,901-72.7% | $146,958-70.3% | $145,922-70.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 6.04% | 98.13%-92.1pp | 418.34%-412.3pp | 561.29%-555.2pp |
| Employer contribution / active EE | $3,055 | $5,286-42.2% | $4,933-38.1% | $4,660-34.4% |
| Participant deferral / active EE | $6,118 | $8,428-27.4% | $8,070-24.2% | $6,688-8.5% |
| Admin fee / account holder | $4,717 | $15,044-68.6% | $12,998-63.7% | $13,397-64.8% |