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 | $31,329 | $102,317-69.4% | $146,958-78.7% | $80,856-61.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.54% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,157 | $3,713-15.0% | $4,933-36.0% | $2,755+14.6% |
| Participant deferral / active EE | $5,951 | $6,644-10.4% | $8,070-26.3% | $4,296+38.5% |
| Admin fee / account holder | $3,051 | $7,941-61.6% | $12,998-76.5% | $6,918-55.9% |