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 | $32,918 | $53,516-38.5% | $126,539-74.0% | $84,808-61.2% |
| Participation rate | 90.6% | 58.2%+32.4pp | 69.8%+20.8pp | 68.3%+22.3pp |
| Annual return | 7.34% | 58.34%-51.0pp | 425.95%-418.6pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,533 | $1,535-0.1% | $3,674-58.3% | $2,631-41.7% |
| Participant deferral / active EE | $1,541 | $2,671-42.3% | $4,083-62.3% | $4,212-63.4% |
| Admin fee / account holder | $667 | $4,497-85.2% | $6,065-89.0% | $7,344-90.9% |