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 6-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 | $23,900 | $159,901-85.1% | $146,958-83.7% | $145,922-83.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 4.36% | 98.13%-93.8pp | 418.34%-414.0pp | 561.29%-556.9pp |
| Employer contribution / active EE | $1,468 | $5,286-72.2% | $4,933-70.2% | $4,660-68.5% |
| Participant deferral / active EE | $5,131 | $8,428-39.1% | $8,070-36.4% | $6,688-23.3% |
| Admin fee / account holder | $2,414 | $15,044-84.0% | $12,998-81.4% | $13,397-82.0% |