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 | $54,722 | $150,187-63.6% | $120,354-54.5% | $145,922-62.5% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 8.54% | 154.07%-145.5pp | 107.15%-98.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,678 | $4,348-61.4% | $3,463-51.5% | $4,660-64.0% |
| Participant deferral / active EE | $8,331 | $6,173+35.0% | $4,991+66.9% | $6,688+24.6% |
| Admin fee / account holder | $1,580 | $12,207-87.1% | $9,423-83.2% | $13,397-88.2% |