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 | $56,421 | $172,478-67.3% | $145,661-61.3% | $142,382-60.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 8.41% | 151.09%-142.7pp | 101.46%-93.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,100 | $4,899-77.5% | $4,238-74.0% | $4,299-74.4% |
| Participant deferral / active EE | $2,574 | $8,348-69.2% | $7,198-64.2% | $6,507-60.4% |
| Admin fee / account holder | $2,118 | $16,864-87.4% | $12,466-83.0% | $12,624-83.2% |