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 | $47,587 | $70,756-32.7% | $65,493-27.3% | $142,382-66.6% |
| Participation rate | 91.3% | 77.4%+13.9pp | 73.1%+18.2pp | 80.1%+11.2pp |
| Annual return | 2.87% | 1754.89%-1752.0pp | 982.45%-979.6pp | 217.08%-214.2pp |
| Employer contribution / active EE | $840 | $2,881-70.8% | $2,574-67.4% | $4,299-80.5% |
| Participant deferral / active EE | $4,287 | $4,637-7.6% | $3,961+8.2% | $6,507-34.1% |
| Admin fee / account holder | $1,383 | $6,559-78.9% | $5,028-72.5% | $12,624-89.0% |