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 | $47,331 | $48,795-3.0% | $65,493-27.7% | $84,808-44.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.70% | 20.20%-9.5pp | 982.45%-971.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,810 | $1,930-6.2% | $2,574-29.7% | $2,631-31.2% |
| Participant deferral / active EE | $2,124 | $2,928-27.5% | $3,961-46.4% | $4,212-49.6% |
| Admin fee / account holder | $8,118 | $3,877+109.4% | $5,028+61.4% | $7,344+10.5% |