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 10-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 | $40,936 | $165,984-75.3% | $164,813-75.2% | $145,922-71.9% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 7.85% | 100.03%-92.2pp | 69.93%-62.1pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,343 | $5,273-74.5% | $4,341-69.1% | $4,660-71.2% |
| Participant deferral / active EE | $3,270 | $6,959-53.0% | $6,031-45.8% | $6,688-51.1% |
| Admin fee / account holder | $1,740 | $16,648-89.5% | $12,690-86.3% | $13,397-87.0% |