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 | $52,225 | $74,888-30.3% | $71,209-26.7% | $142,382-63.3% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 8.65% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $398 | $2,854-86.1% | $2,721-85.4% | $4,299-90.8% |
| Participant deferral / active EE | $1,588 | $4,454-64.3% | $4,175-62.0% | $6,507-75.6% |
| Admin fee / account holder | $392 | $5,568-93.0% | $5,349-92.7% | $12,624-96.9% |