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 | $14,736 | $91,190-83.8% | $178,490-91.7% | $79,858-81.5% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 7.46% | 24.19%-16.7pp | 151.07%-143.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,476 | $3,256-54.7% | $5,011-70.5% | $2,471-40.3% |
| Participant deferral / active EE | $958 | $3,236-70.4% | $5,202-81.6% | $3,740-74.4% |
| Admin fee / account holder | $612 | $6,751-90.9% | $13,984-95.6% | $5,306-88.5% |