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 | $37,585 | $68,346-45.0% | $94,646-60.3% | $75,163-50.0% |
| Participation rate | 83.3% | 76.1%+7.2pp | 80.8%+2.5pp | 67.2%+16.1pp |
| Annual return | 14.36% | 616.93%-602.6pp | 156.71%-142.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $763 | $2,701-71.7% | $3,672-79.2% | $2,670-71.4% |
| Participant deferral / active EE | $5,583 | $6,537-14.6% | $7,418-24.7% | $4,125+35.4% |
| Admin fee / account holder | $3,023 | $5,326-43.2% | $7,231-58.2% | $5,651-46.5% |