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 10-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 | $59,904 | $210,648-71.6% | $177,989-66.3% | $145,922-58.9% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 6.90% | 385.86%-379.0pp | 294.48%-287.6pp | 561.29%-554.4pp |
| Employer contribution / active EE | $955 | $4,565-79.1% | $3,949-75.8% | $4,660-79.5% |
| Participant deferral / active EE | $5,357 | $6,958-23.0% | $6,276-14.6% | $6,688-19.9% |
| Admin fee / account holder | $3,910 | $12,013-67.5% | $10,363-62.3% | $13,397-70.8% |