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 | $13,910 | $58,208-76.1% | $81,812-83.0% | $80,856-82.8% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.3%+13.0pp | 67.6%+17.7pp |
| Annual return | 10.44% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $833 | $3,281-74.6% | $4,319-80.7% | $4,296-80.6% |
| Admin fee / account holder | $5,896 | $4,981+18.4% | $7,386-20.2% | $6,918-14.8% |