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 | $17,597 | $91,190-80.7% | $178,490-90.1% | $79,858-78.0% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 1.64% | 24.19%-22.5pp | 151.07%-149.4pp | 31.71%-30.1pp |
| Employer contribution / active EE | $944 | $3,256-71.0% | $5,011-81.2% | $2,471-61.8% |
| Participant deferral / active EE | $1,159 | $3,236-64.2% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $2,727 | $6,751-59.6% | $13,984-80.5% | $5,306-48.6% |