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 | $74,912 | $90,348-17.1% | $75,972-1.4% | $145,922-48.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 7.86% | 620.88%-613.0pp | 359.55%-351.7pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,459 | $3,311-25.7% | $2,685-8.4% | $4,660-47.2% |
| Participant deferral / active EE | $3,848 | $5,162-25.4% | $4,255-9.6% | $6,688-42.5% |
| Admin fee / account holder | $433 | $8,467-94.9% | $6,467-93.3% | $13,397-96.8% |