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 | $37,459 | $29,660+26.3% | $56,411-33.6% | $80,856-53.7% |
| Participation rate | 87.2% | 41.6%+45.5pp | 52.5%+34.7pp | 67.6%+19.5pp |
| Annual return | 10.15% | 35.23%-25.1pp | 1701.33%-1691.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,174 | $669+224.9% | $1,039+109.3% | $2,755-21.1% |
| Participant deferral / active EE | $2,330 | $1,226+90.1% | $1,952+19.4% | $4,296-45.8% |
| Admin fee / account holder | $9,661 | $2,428+298.0% | $2,829+241.5% | $6,918+39.7% |