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 | $25,250 | $96,635-73.9% | $86,612-70.8% | $139,434-81.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.49% | 106.41%-100.9pp | 591.07%-585.6pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,585 | $3,263-51.4% | $3,022-47.5% | $4,751-66.6% |
| Participant deferral / active EE | $1,033 | $4,836-78.6% | $4,438-76.7% | $6,710-84.6% |
| Admin fee / account holder | $829 | $6,408-87.1% | $5,614-85.2% | $11,403-92.7% |