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 | $28,256 | $96,635-70.8% | $86,612-67.4% | $139,434-79.7% |
| Participation rate | 73.7% | 74.4%-0.7pp | 71.7%+2.0pp | 80.3%-6.6pp |
| Annual return | 10.32% | 106.41%-96.1pp | 591.07%-580.8pp | 372.94%-362.6pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,190 | $4,836-54.7% | $4,438-50.6% | $6,710-67.4% |
| Admin fee / account holder | $1,678 | $6,408-73.8% | $5,614-70.1% | $11,403-85.3% |