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 | $49,455 | $85,202-42.0% | $172,739-71.4% | $72,985-32.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.87% | 27.32%-21.5pp | 802.84%-797.0pp | 81.00%-75.1pp |
| Employer contribution / active EE | $1,345 | $3,324-59.5% | $5,143-73.8% | $2,440-44.9% |
| Participant deferral / active EE | $3,115 | $3,260-4.5% | $5,198-40.1% | $3,607-13.7% |
| Admin fee / account holder | $3,233 | $5,884-45.1% | $13,954-76.8% | $5,124-36.9% |