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 | $19,216 | $117,841-83.7% | $102,423-81.2% | $145,922-86.8% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 6.36% | 31.65%-25.3pp | 29.32%-23.0pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,460 | $3,615-59.6% | $3,023-51.7% | $4,660-68.7% |
| Participant deferral / active EE | $2,293 | $5,731-60.0% | $5,053-54.6% | $6,688-65.7% |
| Admin fee / account holder | $1,883 | $13,326-85.9% | $9,451-80.1% | $13,397-85.9% |