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 | $29,365 | $27,915+5.2% | $58,482-49.8% | $75,163-60.9% |
| Participation rate | 92.5% | 38.8%+53.7pp | 50.9%+41.6pp | 67.2%+25.3pp |
| Annual return | 12.43% | 44.20%-31.8pp | 4239.32%-4226.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $853 | $669+27.5% | $1,053-19.0% | $2,670-68.0% |
| Participant deferral / active EE | $2,869 | $1,201+138.8% | $1,924+49.1% | $4,125-30.5% |
| Admin fee / account holder | $2,271 | $1,726+31.6% | $2,516-9.7% | $5,651-59.8% |