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 | $34,312 | $176,056-80.5% | $159,436-78.5% | $167,490-79.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.39% | 331.75%-323.4pp | 263.57%-255.2pp | 478.56%-470.2pp |
| Employer contribution / active EE | $4,641 | $5,297-12.4% | $4,829-3.9% | $4,837-4.1% |
| Participant deferral / active EE | $5,639 | $7,750-27.2% | $7,352-23.3% | $6,341-11.1% |
| Admin fee / account holder | $905 | $12,554-92.8% | $10,799-91.6% | $12,309-92.6% |