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 | $25,962 | $57,016-54.5% | $84,966-69.4% | $80,856-67.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 5.89% | 21.66%-15.8pp | 66.38%-60.5pp | 35.59%-29.7pp |
| Employer contribution / active EE | $1,071 | $1,798-40.4% | $2,727-60.7% | $2,755-61.1% |
| Participant deferral / active EE | $1,114 | $3,110-64.2% | $4,519-75.4% | $4,296-74.1% |
| Admin fee / account holder | $7,231 | $4,980+45.2% | $6,149+17.6% | $6,918+4.5% |