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 | $16,503 | $49,922-66.9% | $80,569-79.5% | $75,163-78.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 9.32% | 34.69%-25.4pp | 935.43%-926.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $4,391 | $1,698+158.6% | $2,723+61.2% | $2,670+64.5% |
| Participant deferral / active EE | $2,563 | $2,990-14.3% | $4,447-42.4% | $4,125-37.9% |
| Admin fee / account holder | $3,656 | $3,577+2.2% | $5,377-32.0% | $5,651-35.3% |