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 | $37,923 | $98,750-61.6% | $149,696-74.7% | $79,858-52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.40% | 27.43%-27.0pp | 276.60%-276.2pp | 31.71%-31.3pp |
| Employer contribution / active EE | $1,921 | $3,216-40.3% | $4,644-58.6% | $2,471-22.3% |
| Participant deferral / active EE | $5,711 | $5,680+0.5% | $6,842-16.5% | $3,740+52.7% |
| Admin fee / account holder | $5,375 | $6,053-11.2% | $9,309-42.3% | $5,306+1.3% |