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 | $40,784 | $102,317-60.1% | $146,958-72.2% | $80,856-49.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.45% | 134.76%-126.3pp | 418.34%-409.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,955 | $3,713-47.3% | $4,933-60.4% | $2,755-29.0% |
| Participant deferral / active EE | $2,684 | $6,644-59.6% | $8,070-66.7% | $4,296-37.5% |
| Admin fee / account holder | $462 | $7,941-94.2% | $12,998-96.4% | $6,918-93.3% |