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 10-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 | $51,347 | $89,753-42.8% | $107,525-52.2% | $84,808-39.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.04% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,052 | $3,113-34.1% | $3,754-45.3% | $2,631-22.0% |
| Participant deferral / active EE | $2,491 | $4,056-38.6% | $5,116-51.3% | $4,212-40.9% |
| Admin fee / account holder | $1,405 | $7,222-80.5% | $8,919-84.2% | $7,344-80.9% |