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 | $38,587 | $29,660+30.1% | $56,411-31.6% | $80,856-52.3% |
| Participation rate | 73.3% | 41.6%+31.7pp | 52.5%+20.9pp | 67.6%+5.7pp |
| Annual return | 8.63% | 35.23%-26.6pp | 1701.33%-1692.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,110 | $669+65.8% | $1,039+6.9% | $2,755-59.7% |
| Participant deferral / active EE | $1,637 | $1,226+33.5% | $1,952-16.1% | $4,296-61.9% |
| Admin fee / account holder | $3,387 | $2,428+39.5% | $2,829+19.7% | $6,918-51.0% |