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 | $39,835 | $53,822-26.0% | $75,696-47.4% | $85,850-53.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.99% | 24.54%-12.5pp | 104.53%-92.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,289 | $2,017+13.5% | $2,743-16.5% | $2,565-10.8% |
| Participant deferral / active EE | $2,265 | $2,895-21.7% | $3,821-40.7% | $3,952-42.7% |
| Admin fee / account holder | $4,112 | $3,343+23.0% | $3,619+13.6% | $6,260-34.3% |