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 | $42,221 | $84,233-49.9% | $170,442-75.2% | $70,131-39.8% |
| Participation rate | 75.9% | 70.8%+5.0pp | 83.6%-7.7pp | 69.5%+6.3pp |
| Annual return | 8.36% | 23.06%-14.7pp | 205.93%-197.6pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $928 | $3,086-69.9% | $4,939-81.2% | $3,332-72.1% |
| Admin fee / account holder | $479 | $5,698-91.6% | $13,880-96.6% | $4,645-89.7% |