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 | $68,028 | $102,317-33.5% | $146,958-53.7% | $80,856-15.9% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 11.20% | 134.76%-123.6pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,713 | $3,713-26.9% | $4,933-45.0% | $2,755-1.5% |
| Participant deferral / active EE | $4,870 | $6,644-26.7% | $8,070-39.7% | $4,296+13.4% |
| Admin fee / account holder | $4,616 | $7,941-41.9% | $12,998-64.5% | $6,918-33.3% |