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 | $28,677 | $114,381-74.9% | $107,525-73.3% | $142,382-79.9% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 8.38% | 242.71%-234.3pp | 181.32%-172.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,979 | $4,015-50.7% | $3,754-47.3% | $4,299-54.0% |
| Participant deferral / active EE | $4,143 | $5,564-25.5% | $5,116-19.0% | $6,507-36.3% |
| Admin fee / account holder | $3,642 | $9,860-63.1% | $8,919-59.2% | $12,624-71.1% |