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 5-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 | $45,610 | $77,145-40.9% | $108,410-57.9% | $85,850-46.9% |
| Participation rate | 93.8% | 74.7%+19.1pp | 80.1%+13.6pp | 69.3%+24.4pp |
| Annual return | 7.67% | 44.54%-36.9pp | 905.27%-897.6pp | 318.53%-310.9pp |
| Employer contribution / active EE | $4,107 | $2,379+72.6% | $3,558+15.4% | $2,565+60.1% |
| Participant deferral / active EE | $9,327 | $5,566+67.6% | $6,563+42.1% | $3,952+136.0% |
| Admin fee / account holder | $698 | $5,172-86.5% | $7,295-90.4% | $6,260-88.9% |