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 | $70,490 | $183,519-61.6% | $155,509-54.7% | $145,922-51.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 7.66% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,690 | $5,313-68.2% | $4,672-63.8% | $4,660-63.7% |
| Participant deferral / active EE | $7,005 | $6,462+8.4% | $5,626+24.5% | $6,688+4.7% |
| Admin fee / account holder | $596 | $19,313-96.9% | $15,912-96.3% | $13,397-95.6% |