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 | $34,161 | $76,000-55.1% | $154,107-77.8% | $64,186-46.8% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.6pp |
| Annual return | -8.13% | 30.32%-38.4pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,454 | $3,351-26.8% | $5,298-53.7% | $2,381+3.1% |
| Participant deferral / active EE | $2,844 | $3,175-10.4% | $5,081-44.0% | $3,470-18.0% |
| Admin fee / account holder | $1,656 | $5,596-70.4% | $13,411-87.7% | $4,888-66.1% |