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 | $38,251 | $85,202-55.1% | $172,739-77.9% | $72,985-47.6% |
| Participation rate | 85.5% | 70.1%+15.5pp | 82.6%+2.9pp | 69.5%+16.0pp |
| Annual return | 5.51% | 27.32%-21.8pp | 802.84%-797.3pp | 81.00%-75.5pp |
| Employer contribution / active EE | $4,895 | $3,324+47.2% | $5,143-4.8% | $2,440+100.6% |
| Participant deferral / active EE | $1,421 | $3,260-56.4% | $5,198-72.7% | $3,607-60.6% |
| Admin fee / account holder | $1,518 | $5,884-74.2% | $13,954-89.1% | $5,124-70.4% |