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 | $40,469 | $39,019+3.7% | $80,716-49.9% | $85,850-52.9% |
| Participation rate | 81.4% | 41.5%+39.9pp | 54.2%+27.2pp | 69.3%+12.1pp |
| Annual return | 10.86% | 26.27%-15.4pp | 87.28%-76.4pp | 318.53%-307.7pp |
| Employer contribution / active EE | $836 | $722+15.8% | $1,160-27.9% | $2,565-67.4% |
| Participant deferral / active EE | $1,341 | $1,326+1.1% | $2,146-37.5% | $3,952-66.1% |
| Admin fee / account holder | $2,143 | $2,431-11.9% | $3,380-36.6% | $6,260-65.8% |