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 3-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 | $23,145 | $111,754-79.3% | $103,333-77.6% | $145,922-84.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 8.77% | 24.77%-16.0pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,560 | $4,212-63.0% | $3,868-59.7% | $4,660-66.5% |
| Participant deferral / active EE | $8,371 | $5,619+49.0% | $5,057+65.5% | $6,688+25.2% |
| Admin fee / account holder | $378 | $9,750-96.1% | $8,355-95.5% | $13,397-97.2% |