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 | $26,382 | $71,050-62.9% | $93,606-71.8% | $80,856-67.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.52% | 11.26%-1.7pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,824 | $1,564+16.7% | $2,420-24.6% | $2,755-33.8% |
| Participant deferral / active EE | $2,788 | $4,034-30.9% | $4,411-36.8% | $4,296-35.1% |
| Admin fee / account holder | $458 | $6,945-93.4% | $8,285-94.5% | $6,918-93.4% |