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 | $37,643 | $88,751-57.6% | $81,812-54.0% | $145,922-74.2% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.3%+6.6pp | 80.3%-1.3pp |
| Annual return | 8.38% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,608 | $3,083-15.4% | $2,912-10.5% | $4,660-44.0% |
| Participant deferral / active EE | $2,791 | $4,643-39.9% | $4,319-35.4% | $6,688-58.3% |
| Admin fee / account holder | $922 | $8,415-89.0% | $7,386-87.5% | $13,397-93.1% |