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 9-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 | $74,144 | $183,519-59.6% | $155,509-52.3% | $145,922-49.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 6.22% | 61.17%-54.9pp | 64.67%-58.4pp | 561.29%-555.1pp |
| Employer contribution / active EE | $3,113 | $5,313-41.4% | $4,672-33.4% | $4,660-33.2% |
| Participant deferral / active EE | $4,972 | $6,462-23.1% | $5,626-11.6% | $6,688-25.7% |
| Admin fee / account holder | $2,423 | $19,313-87.5% | $15,912-84.8% | $13,397-81.9% |