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 | $51,711 | $65,409-20.9% | $98,442-47.5% | $85,850-39.8% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.3%+2.7pp |
| Annual return | 11.06% | 21.76%-10.7pp | 1492.73%-1481.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,201 | $2,168-44.6% | $2,960-59.4% | $2,565-53.2% |
| Participant deferral / active EE | $3,042 | $3,166-3.9% | $4,276-28.9% | $3,952-23.0% |
| Admin fee / account holder | $734 | $4,593-84.0% | $5,949-87.7% | $6,260-88.3% |