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 | $34,502 | $58,208-40.7% | $81,812-57.8% | $80,856-57.3% |
| Participation rate | 78.0% | 63.4%+14.6pp | 72.3%+5.6pp | 67.6%+10.3pp |
| Annual return | 10.63% | 41.66%-31.0pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $684 | $2,340-70.8% | $2,912-76.5% | $2,755-75.2% |
| Participant deferral / active EE | $3,261 | $3,281-0.6% | $4,319-24.5% | $4,296-24.1% |
| Admin fee / account holder | $1,765 | $4,981-64.6% | $7,386-76.1% | $6,918-74.5% |