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 | $21,252 | $91,190-76.7% | $178,490-88.1% | $79,858-73.4% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 2.43% | 24.19%-21.8pp | 151.07%-148.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $1,694 | $3,256-48.0% | $5,011-66.2% | $2,471-31.5% |
| Participant deferral / active EE | $1,166 | $3,236-64.0% | $5,202-77.6% | $3,740-68.8% |
| Admin fee / account holder | $1,560 | $6,751-76.9% | $13,984-88.8% | $5,306-70.6% |