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 | $56,315 | $83,902-32.9% | $167,512-66.4% | $84,808-33.6% |
| Participation rate | 82.5% | 66.5%+16.0pp | 77.1%+5.4pp | 68.3%+14.1pp |
| Annual return | 11.21% | 91.55%-80.3pp | 1615.79%-1604.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $489 | $2,264-78.4% | $3,882-87.4% | $2,631-81.4% |
| Participant deferral / active EE | $3,493 | $4,442-21.4% | $6,405-45.5% | $4,212-17.1% |
| Admin fee / account holder | $8,734 | $7,915+10.4% | $9,769-10.6% | $7,344+18.9% |