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 | $47,236 | $133,922-64.7% | $116,228-59.4% | $142,382-66.8% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 8.51% | 147.76%-139.3pp | 90.06%-81.5pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,088 | $3,446-68.4% | $2,994-63.7% | $4,299-74.7% |
| Participant deferral / active EE | $2,064 | $5,672-63.6% | $4,953-58.3% | $6,507-68.3% |
| Admin fee / account holder | $2,063 | $14,945-86.2% | $11,989-82.8% | $12,624-83.7% |