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 | $38,861 | $48,795-20.4% | $65,493-40.7% | $84,808-54.2% |
| Participation rate | 92.0% | 67.0%+25.0pp | 73.1%+18.9pp | 68.3%+23.7pp |
| Annual return | 10.06% | 20.20%-10.1pp | 982.45%-972.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,410 | $1,930+24.9% | $2,574-6.4% | $2,631-8.4% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,459 | $3,877+15.0% | $5,028-11.3% | $7,344-39.3% |