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 | $67,058 | $118,680-43.5% | $98,907-32.2% | $158,922-57.8% |
| Participation rate | 78.6% | 77.8%+0.7pp | 76.0%+2.5pp | 82.0%-3.4pp |
| Annual return | 1.89% | 372.35%-370.5pp | 196.43%-194.5pp | 302.83%-300.9pp |
| Employer contribution / active EE | $1,842 | $3,333-44.7% | $2,689-31.5% | $4,761-61.3% |
| Participant deferral / active EE | $3,808 | $5,088-25.2% | $4,244-10.3% | $5,982-36.3% |
| Admin fee / account holder | $1,669 | $10,131-83.5% | $6,642-74.9% | $11,246-85.2% |