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 | $57,583 | $109,817-47.6% | $98,442-41.5% | $167,490-65.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 1.70% | 1956.69%-1955.0pp | 1492.73%-1491.0pp | 478.56%-476.9pp |
| Employer contribution / active EE | $1,838 | $3,224-43.0% | $2,960-37.9% | $4,837-62.0% |
| Participant deferral / active EE | $4,157 | $4,673-11.0% | $4,276-2.8% | $6,341-34.4% |
| Admin fee / account holder | $2,802 | $6,753-58.5% | $5,949-52.9% | $12,309-77.2% |