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 | $29,462 | $126,574-76.7% | $106,213-72.3% | $145,922-79.8% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+8.0pp |
| Annual return | 7.30% | 224.79%-217.5pp | 116.14%-108.8pp | 561.29%-554.0pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,965 | $5,724-30.7% | $5,016-21.0% | $6,688-40.7% |
| Admin fee / account holder | $1,061 | $17,304-93.9% | $11,033-90.4% | $13,397-92.1% |