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 | $46,391 | $71,050-34.7% | $93,606-50.4% | $80,856-42.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.56% | 11.26%-2.7pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,411 | $1,564+54.2% | $2,420-0.3% | $2,755-12.5% |
| Participant deferral / active EE | $3,013 | $4,034-25.3% | $4,411-31.7% | $4,296-29.9% |
| Admin fee / account holder | $3,535 | $6,945-49.1% | $8,285-57.3% | $6,918-48.9% |