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 | $31,765 | $78,422-59.5% | $95,952-66.9% | $79,858-60.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 1.13% | 19.37%-18.2pp | 91.61%-90.5pp | 31.71%-30.6pp |
| Employer contribution / active EE | $4,815 | $1,945+147.5% | $2,541+89.5% | $2,471+94.9% |
| Participant deferral / active EE | $2,005 | $3,440-41.7% | $4,167-51.9% | $3,740-46.4% |
| Admin fee / account holder | $1,001 | $5,622-82.2% | $6,795-85.3% | $5,306-81.1% |