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 | $24,261 | $114,047-78.7% | $96,139-74.8% | $167,490-85.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 2.35% | 189.88%-187.5pp | 191.94%-189.6pp | 478.56%-476.2pp |
| Employer contribution / active EE | $913 | $3,427-73.3% | $2,797-67.3% | $4,837-81.1% |
| Participant deferral / active EE | $8,043 | $5,194+54.9% | $4,349+84.9% | $6,341+26.8% |
| Admin fee / account holder | $1,666 | $6,897-75.8% | $5,537-69.9% | $12,309-86.5% |