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 | $37,534 | $102,966-63.5% | $90,281-58.4% | $152,861-75.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.08% | 95.16%-94.1pp | 78.10%-77.0pp | 345.32%-344.2pp |
| Employer contribution / active EE | $1,918 | $3,139-38.9% | $2,854-32.8% | $4,762-59.7% |
| Participant deferral / active EE | $1,165 | $4,281-72.8% | $3,885-70.0% | $5,850-80.1% |
| Admin fee / account holder | $5,174 | $6,171-16.2% | $5,351-3.3% | $11,596-55.4% |