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 5-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 | $23,080 | $150,187-84.6% | $120,354-80.8% | $145,922-84.2% |
| Participation rate | 82.4% | 78.8%+3.6pp | 71.9%+10.4pp | 80.3%+2.1pp |
| Annual return | 5.74% | 154.07%-148.3pp | 107.15%-101.4pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,451 | $4,348-66.6% | $3,463-58.1% | $4,660-68.9% |
| Participant deferral / active EE | $1,877 | $6,173-69.6% | $4,991-62.4% | $6,688-71.9% |
| Admin fee / account holder | $4,938 | $12,207-59.5% | $9,423-47.6% | $13,397-63.1% |