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 | $33,599 | $73,515-54.3% | $62,995-46.7% | $147,584-77.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 3.70% | 175.43%-171.7pp | 87.57%-83.9pp | 578.55%-574.9pp |
| Employer contribution / active EE | $1,181 | $3,320-64.4% | $2,759-57.2% | $4,876-75.8% |
| Participant deferral / active EE | $9,372 | $4,185+123.9% | $3,329+181.5% | $5,439+72.3% |
| Admin fee / account holder | $917 | $5,953-84.6% | $3,600-74.5% | $10,885-91.6% |