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 | $15,752 | $85,202-81.5% | $172,739-90.9% | $72,985-78.4% |
| Participation rate | 94.8% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.3pp |
| Annual return | 7.46% | 27.32%-19.9pp | 802.84%-795.4pp | 81.00%-73.5pp |
| Employer contribution / active EE | $2,035 | $3,324-38.8% | $5,143-60.4% | $2,440-16.6% |
| Participant deferral / active EE | $1,246 | $3,260-61.8% | $5,198-76.0% | $3,607-65.5% |
| Admin fee / account holder | $584 | $5,884-90.1% | $13,954-95.8% | $5,124-88.6% |