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 | $43,327 | $154,365-71.9% | $130,231-66.7% | $139,434-68.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 6.69% | 30.34%-23.6pp | 38.77%-32.1pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,100 | $5,170-78.7% | $4,126-73.3% | $4,751-76.8% |
| Participant deferral / active EE | $2,574 | $8,498-69.7% | $6,799-62.1% | $6,710-61.6% |
| Admin fee / account holder | $1,951 | $9,214-78.8% | $6,020-67.6% | $11,403-82.9% |