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 | $18,015 | $91,190-80.2% | $178,490-89.9% | $79,858-77.4% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 6.48% | 24.19%-17.7pp | 151.07%-144.6pp | 31.71%-25.2pp |
| Employer contribution / active EE | $2,193 | $3,256-32.7% | $5,011-56.2% | $2,471-11.3% |
| Participant deferral / active EE | $1,445 | $3,236-55.4% | $5,202-72.2% | $3,740-61.4% |
| Admin fee / account holder | $488 | $6,751-92.8% | $13,984-96.5% | $5,306-90.8% |