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 | $45,657 | $30,400+50.2% | $53,898-15.3% | $84,808-46.2% |
| Participation rate | 71.4% | 46.4%+25.0pp | 55.0%+16.5pp | 68.3%+3.1pp |
| Annual return | 12.16% | 500.19%-488.0pp | 528.60%-516.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $943 | $603+56.5% | $932+1.2% | $2,631-64.2% |
| Participant deferral / active EE | $1,479 | $1,199+23.4% | $1,826-19.0% | $4,212-64.9% |
| Admin fee / account holder | $1,065 | $1,993-46.6% | $2,491-57.2% | $7,344-85.5% |