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 | $32,190 | $57,281-43.8% | $86,612-62.8% | $75,163-57.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.26% | 2670.75%-2663.5pp | 591.07%-583.8pp | 160.62%-153.4pp |
| Employer contribution / active EE | $2,602 | $2,314+12.4% | $3,022-13.9% | $2,670-2.5% |
| Participant deferral / active EE | $3,007 | $3,318-9.4% | $4,438-32.2% | $4,125-27.1% |
| Admin fee / account holder | $503 | $4,112-87.8% | $5,614-91.0% | $5,651-91.1% |