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 | $95,871 | $111,724-14.2% | $93,606+2.4% | $145,922-34.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 7.61% | 202.98%-195.4pp | 133.20%-125.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,829 | $3,090-40.8% | $2,420-24.4% | $4,660-60.7% |
| Participant deferral / active EE | $3,572 | $4,912-27.3% | $4,411-19.0% | $6,688-46.6% |
| Admin fee / account holder | $410 | $10,250-96.0% | $8,285-95.1% | $13,397-96.9% |