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 | $61,043 | $69,207-11.8% | $64,056-4.7% | $139,434-56.2% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 9.13% | 45.88%-36.8pp | 33.69%-24.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,502 | $3,182-52.8% | $2,747-45.3% | $4,751-68.4% |
| Participant deferral / active EE | $2,306 | $4,682-50.8% | $3,880-40.6% | $6,710-65.6% |
| Admin fee / account holder | $748 | $4,244-82.4% | $3,068-75.6% | $11,403-93.4% |