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 | $21,825 | $102,616-78.7% | $81,983-73.4% | $158,922-86.3% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.2%+3.5pp | 82.0%-9.2pp |
| Annual return | 1.12% | 61.04%-59.9pp | 41.31%-40.2pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,103 | $3,240-66.0% | $2,498-55.9% | $4,761-76.8% |
| Participant deferral / active EE | $1,159 | $4,648-75.1% | $3,722-68.9% | $5,982-80.6% |
| Admin fee / account holder | $1,073 | $8,235-87.0% | $5,664-81.1% | $11,246-90.5% |