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 | $13,616 | $77,899-82.5% | $149,673-90.9% | $75,163-81.9% |
| Participation rate | 89.4% | 65.6%+23.8pp | 78.8%+10.6pp | 67.2%+22.2pp |
| Annual return | 11.60% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $995 | $3,137-68.3% | $4,818-79.3% | $2,670-62.7% |
| Participant deferral / active EE | $1,582 | $3,411-53.6% | $5,680-72.1% | $4,125-61.6% |
| Admin fee / account holder | $3,401 | $5,956-42.9% | $13,210-74.3% | $5,651-39.8% |