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 | $16,733 | $148,534-88.7% | $135,903-87.7% | $139,434-88.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 11.04% | 79.19%-68.1pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,672 | $5,243-68.1% | $4,856-65.6% | $4,751-64.8% |
| Participant deferral / active EE | $3,927 | $8,100-51.5% | $7,758-49.4% | $6,710-41.5% |
| Admin fee / account holder | $2,460 | $12,400-80.2% | $10,762-77.1% | $11,403-78.4% |