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 | $43,866 | $102,317-57.1% | $146,958-70.2% | $80,856-45.7% |
| Participation rate | 77.4% | 75.8%+1.5pp | 82.2%-4.8pp | 67.6%+9.7pp |
| Annual return | 10.36% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,831 | $3,713-50.7% | $4,933-62.9% | $2,755-33.5% |
| Participant deferral / active EE | $3,085 | $6,644-53.6% | $8,070-61.8% | $4,296-28.2% |
| Admin fee / account holder | $1,846 | $7,941-76.8% | $12,998-85.8% | $6,918-73.3% |