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 | $43,228 | $31,310+38.1% | $53,898-19.8% | $74,304-41.8% |
| Participation rate | 80.2% | 30.7%+49.5pp | 55.0%+25.2pp | 60.3%+19.8pp |
| Annual return | 12.30% | 23.16%-10.9pp | 528.60%-516.3pp | 29.43%-17.1pp |
| Employer contribution / active EE | $496 | $450+10.2% | $932-46.8% | $2,241-77.9% |
| Participant deferral / active EE | $3,679 | $934+293.7% | $1,826+101.4% | $3,767-2.4% |
| Admin fee / account holder | $8,840 | $2,175+306.4% | $2,491+254.9% | $2,969+197.8% |