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 7-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 | $27,671 | $100,773-72.5% | $88,946-68.9% | $142,382-80.6% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 6.49% | 70.18%-63.7pp | 57.82%-51.3pp | 217.08%-210.6pp |
| Employer contribution / active EE | $1,854 | $2,918-36.4% | $2,555-27.4% | $4,299-56.9% |
| Participant deferral / active EE | $3,037 | $5,230-41.9% | $4,581-33.7% | $6,507-53.3% |
| Admin fee / account holder | $1,554 | $9,693-84.0% | $8,261-81.2% | $12,624-87.7% |