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 | $31,177 | $52,279-40.4% | $89,391-65.1% | $79,858-61.0% |
| Participation rate | 71.4% | 57.5%+13.9pp | 68.0%+3.5pp | 69.6%+1.8pp |
| Annual return | 6.74% | 22.16%-15.4pp | 245.62%-238.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,279 | $2,740-16.8% | $3,890-41.4% | $3,740-39.1% |
| Admin fee / account holder | $730 | $3,356-78.3% | $4,881-85.0% | $5,306-86.2% |