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 | $37,748 | $121,625-69.0% | $104,607-63.9% | $158,922-76.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.15% | 465.26%-464.1pp | 340.46%-339.3pp | 302.83%-301.7pp |
| Employer contribution / active EE | $2,512 | $3,163-20.6% | $2,681-6.3% | $4,761-47.2% |
| Participant deferral / active EE | $1,156 | $4,177-72.3% | $3,740-69.1% | $5,982-80.7% |
| Admin fee / account holder | $8,147 | $7,787+4.6% | $6,473+25.9% | $11,246-27.6% |