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 | $34,324 | $100,852-66.0% | $90,404-62.0% | $158,922-78.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 2.00% | 1724.20%-1722.2pp | 1293.02%-1291.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,787 | $3,689-51.5% | $3,262-45.2% | $4,761-62.5% |
| Participant deferral / active EE | $2,092 | $4,348-51.9% | $3,963-47.2% | $5,982-65.0% |
| Admin fee / account holder | $1,405 | $6,501-78.4% | $5,611-75.0% | $11,246-87.5% |