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 | $33,764 | $77,314-56.3% | $177,989-81.0% | $80,856-58.2% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 7.92% | 18.09%-10.2pp | 294.48%-286.6pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,383 | $2,292-39.7% | $3,949-65.0% | $2,755-49.8% |
| Participant deferral / active EE | $3,341 | $4,411-24.3% | $6,276-46.8% | $4,296-22.2% |
| Admin fee / account holder | $1,185 | $7,191-83.5% | $10,363-88.6% | $6,918-82.9% |