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 | $24,359 | $52,681-53.8% | $75,781-67.9% | $59,632-59.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -4.40% | 2.95%-7.4pp | 9.68%-14.1pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $2,113 | $2,193-3.7% | $3,323-36.4% | $2,203-4.1% |
| Participant deferral / active EE | $2,330 | $2,591-10.0% | $3,651-36.2% | $3,192-27.0% |
| Admin fee / account holder | $1,035 | $3,610-71.3% | $5,299-80.5% | $4,297-75.9% |