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 | $55,749 | $57,281-2.7% | $86,612-35.6% | $75,163-25.8% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 11.41% | 2670.75%-2659.3pp | 591.07%-579.7pp | 160.62%-149.2pp |
| Employer contribution / active EE | $731 | $2,314-68.4% | $3,022-75.8% | $2,670-72.6% |
| Participant deferral / active EE | $2,519 | $3,318-24.1% | $4,438-43.2% | $4,125-38.9% |
| Admin fee / account holder | $5,764 | $4,112+40.2% | $5,614+2.7% | $5,651+2.0% |