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 4-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 | $38,761 | $159,602-75.7% | $150,045-74.2% | $142,382-72.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 11.51% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,271 | $4,961-74.4% | $4,693-72.9% | $4,299-70.4% |
| Participant deferral / active EE | $9,946 | $8,310+19.7% | $7,997+24.4% | $6,507+52.8% |
| Admin fee / account holder | $1,958 | $14,846-86.8% | $13,435-85.4% | $12,624-84.5% |