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 | $95,515 | $111,724-14.5% | $93,606+2.0% | $145,922-34.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 0.69% | 202.98%-202.3pp | 133.20%-132.5pp | 561.29%-560.6pp |
| Employer contribution / active EE | $2,440 | $3,090-21.0% | $2,420+0.8% | $4,660-47.6% |
| Participant deferral / active EE | $2,440 | $4,912-50.3% | $4,411-44.7% | $6,688-63.5% |
| Admin fee / account holder | $325 | $10,250-96.8% | $8,285-96.1% | $13,397-97.6% |