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 | $28,476 | $29,660-4.0% | $56,411-49.5% | $80,856-64.8% |
| Participation rate | 94.6% | 41.6%+52.9pp | 52.5%+42.1pp | 67.6%+27.0pp |
| Annual return | 7.56% | 35.23%-27.7pp | 1701.33%-1693.8pp | 35.59%-28.0pp |
| Employer contribution / active EE | $335 | $669-50.0% | $1,039-67.8% | $2,755-87.8% |
| Participant deferral / active EE | $1,732 | $1,226+41.3% | $1,952-11.2% | $4,296-59.7% |
| Admin fee / account holder | $1,083 | $2,428-55.4% | $2,829-61.7% | $6,918-84.3% |