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 | $40,147 | $159,901-74.9% | $146,958-72.7% | $145,922-72.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 8.19% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,784 | $5,286-47.3% | $4,933-43.6% | $4,660-40.2% |
| Participant deferral / active EE | $7,219 | $8,428-14.4% | $8,070-10.5% | $6,688+7.9% |
| Admin fee / account holder | $660 | $15,044-95.6% | $12,998-94.9% | $13,397-95.1% |