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 8-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 | $37,870 | $102,317-63.0% | $146,958-74.2% | $80,856-53.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 11.09% | 134.76%-123.7pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,803 | $3,713+56.3% | $4,933+17.6% | $2,755+110.7% |
| Participant deferral / active EE | $4,146 | $6,644-37.6% | $8,070-48.6% | $4,296-3.5% |
| Admin fee / account holder | $1,151 | $7,941-85.5% | $12,998-91.1% | $6,918-83.4% |