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 | $44,698 | $63,346-29.4% | $92,233-51.5% | $70,131-36.3% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 11.84% | 530.12%-518.3pp | 176.28%-164.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,042 | $2,471-17.4% | $3,679-44.5% | $2,342-12.8% |
| Participant deferral / active EE | $2,004 | $2,854-29.8% | $3,897-48.6% | $3,332-39.9% |
| Admin fee / account holder | $3,652 | $3,840-4.9% | $5,194-29.7% | $4,645-21.4% |