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 | $37,073 | $27,915+32.8% | $58,482-36.6% | $75,163-50.7% |
| Participation rate | 70.0% | 38.8%+31.2pp | 50.9%+19.1pp | 67.2%+2.8pp |
| Annual return | 13.41% | 44.20%-30.8pp | 4239.32%-4225.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $947 | $669+41.5% | $1,053-10.1% | $2,670-64.5% |
| Participant deferral / active EE | $1,357 | $1,201+13.0% | $1,924-29.5% | $4,125-67.1% |
| Admin fee / account holder | $1,160 | $1,726-32.8% | $2,516-53.9% | $5,651-79.5% |