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 | $14,572 | $74,888-80.5% | $71,209-79.5% | $142,382-89.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 9.35% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $731 | $2,854-74.4% | $2,721-73.1% | $4,299-83.0% |
| Participant deferral / active EE | $2,337 | $4,454-47.5% | $4,175-44.0% | $6,507-64.1% |
| Admin fee / account holder | $1,229 | $5,568-77.9% | $5,349-77.0% | $12,624-90.3% |