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 | $47,288 | $99,918-52.7% | $81,382-41.9% | $145,922-67.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 6.40% | 34.32%-27.9pp | 24.73%-18.3pp | 561.29%-554.9pp |
| Employer contribution / active EE | $527 | $2,978-82.3% | $2,463-78.6% | $4,660-88.7% |
| Participant deferral / active EE | $4,647 | $4,605+0.9% | $3,883+19.7% | $6,688-30.5% |
| Admin fee / account holder | $834 | $8,212-89.8% | $5,768-85.5% | $13,397-93.8% |