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 | $44,053 | $74,888-41.2% | $71,209-38.1% | $142,382-69.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 9.92% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,552 | $2,854-45.6% | $2,721-43.0% | $4,299-63.9% |
| Participant deferral / active EE | $3,766 | $4,454-15.5% | $4,175-9.8% | $6,507-42.1% |
| Admin fee / account holder | $1,034 | $5,568-81.4% | $5,349-80.7% | $12,624-91.8% |