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 | $26,408 | $85,202-69.0% | $172,739-84.7% | $72,985-63.8% |
| Participation rate | 98.5% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.0pp |
| Annual return | 14.67% | 27.32%-12.7pp | 802.84%-788.2pp | 81.00%-66.3pp |
| Employer contribution / active EE | $651 | $3,324-80.4% | $5,143-87.3% | $2,440-73.3% |
| Participant deferral / active EE | $1,647 | $3,260-49.5% | $5,198-68.3% | $3,607-54.3% |
| Admin fee / account holder | $2,609 | $5,884-55.7% | $13,954-81.3% | $5,124-49.1% |