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 9-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 | $89,386 | $104,475-14.4% | $159,436-43.9% | $79,386+12.6% |
| Participation rate | 70.2% | 76.6%-6.4pp | 82.8%-12.6pp | 70.7%-0.5pp |
| Annual return | 5.14% | 67.95%-62.8pp | 263.57%-258.4pp | 116.85%-111.7pp |
| Employer contribution / active EE | $4,453 | $3,417+30.3% | $4,829-7.8% | $2,427+83.4% |
| Participant deferral / active EE | $8,522 | $6,467+31.8% | $7,352+15.9% | $4,046+110.6% |
| Admin fee / account holder | $614 | $711-13.6% | $10,799-94.3% | $626-1.9% |