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 | $24,835 | $85,202-70.9% | $172,739-85.6% | $72,985-66.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.01% | 27.32%-23.3pp | 802.84%-798.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $1,651 | $3,324-50.3% | $5,143-67.9% | $2,440-32.3% |
| Participant deferral / active EE | $2,000 | $3,260-38.7% | $5,198-61.5% | $3,607-44.6% |
| Admin fee / account holder | $1,879 | $5,884-68.1% | $13,954-86.5% | $5,124-63.3% |