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 | $64,627 | $86,286-25.1% | $111,297-41.9% | $85,850-24.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.67% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,376 | $2,043-32.7% | $2,731-49.6% | $2,565-46.4% |
| Participant deferral / active EE | $3,133 | $3,641-13.9% | $4,487-30.2% | $3,952-20.7% |
| Admin fee / account holder | $1,390 | $8,188-83.0% | $7,964-82.5% | $6,260-77.8% |