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 | $39,928 | $54,705-27.0% | $71,209-43.9% | $84,808-52.9% |
| Participation rate | 97.3% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+29.0pp |
| Annual return | 13.36% | 35.90%-22.5pp | 282.51%-269.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,754 | $2,158+27.6% | $2,721+1.2% | $2,631+4.7% |
| Participant deferral / active EE | $4,387 | $3,030+44.8% | $4,175+5.1% | $4,212+4.2% |
| Admin fee / account holder | $1,103 | $4,863-77.3% | $5,349-79.4% | $7,344-85.0% |