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 | $56,343 | $165,984-66.1% | $164,813-65.8% | $145,922-61.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.59% | 100.03%-94.4pp | 69.93%-64.3pp | 561.29%-555.7pp |
| Employer contribution / active EE | $1,974 | $5,273-62.6% | $4,341-54.5% | $4,660-57.6% |
| Participant deferral / active EE | $5,967 | $6,959-14.3% | $6,031-1.1% | $6,688-10.8% |
| Admin fee / account holder | $8,683 | $16,648-47.8% | $12,690-31.6% | $13,397-35.2% |