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 | $94,218 | $159,901-41.1% | $146,958-35.9% | $145,922-35.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 7.79% | 98.13%-90.3pp | 418.34%-410.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,490 | $5,286-71.8% | $4,933-69.8% | $4,660-68.0% |
| Participant deferral / active EE | $3,362 | $8,428-60.1% | $8,070-58.3% | $6,688-49.7% |
| Admin fee / account holder | $1,501 | $15,044-90.0% | $12,998-88.5% | $13,397-88.8% |