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 | $38,339 | $116,175-67.0% | $93,606-59.0% | $152,861-74.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 8.98% | 35.96%-27.0pp | 32.76%-23.8pp | 345.32%-336.3pp |
| Employer contribution / active EE | $2,775 | $3,218-13.8% | $2,718+2.1% | $4,762-41.7% |
| Participant deferral / active EE | $6,424 | $4,603+39.6% | $4,069+57.9% | $5,850+9.8% |
| Admin fee / account holder | $1,721 | $10,748-84.0% | $7,888-78.2% | $11,596-85.2% |