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 8-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 | $44,440 | $105,181-57.7% | $159,436-72.1% | $85,850-48.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 11.91% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,401 | $3,318-57.8% | $4,829-71.0% | $2,565-45.4% |
| Participant deferral / active EE | $4,505 | $5,945-24.2% | $7,352-38.7% | $3,952+14.0% |
| Admin fee / account holder | $352 | $6,933-94.9% | $10,799-96.7% | $6,260-94.4% |