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 | $32,547 | $91,190-64.3% | $178,490-81.8% | $79,858-59.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.25% | 24.19%-16.9pp | 151.07%-143.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $3,194 | $3,256-1.9% | $5,011-36.2% | $2,471+29.3% |
| Participant deferral / active EE | $4,328 | $3,236+33.7% | $5,202-16.8% | $3,740+15.7% |
| Admin fee / account holder | $4,692 | $6,751-30.5% | $13,984-66.5% | $5,306-11.6% |