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 | $32,601 | $105,181-69.0% | $159,436-79.6% | $85,850-62.0% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 11.66% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,078 | $3,318-67.5% | $4,829-77.7% | $2,565-58.0% |
| Participant deferral / active EE | $3,289 | $5,945-44.7% | $7,352-55.3% | $3,952-16.8% |
| Admin fee / account holder | $3,564 | $6,933-48.6% | $10,799-67.0% | $6,260-43.1% |