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 | $36,044 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 7.79% | 24.77%-17.0pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,326 | $4,212-44.8% | $3,868-39.9% | $4,660-50.1% |
| Participant deferral / active EE | $4,530 | $5,619-19.4% | $5,057-10.4% | $6,688-32.3% |
| Admin fee / account holder | $462 | $9,750-95.3% | $8,355-94.5% | $13,397-96.5% |