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 | $42,337 | $91,190-53.6% | $178,490-76.3% | $79,858-47.0% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 4.69% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $5,228 | $3,256+60.6% | $5,011+4.3% | $2,471+111.6% |
| Participant deferral / active EE | $2,139 | $3,236-33.9% | $5,202-58.9% | $3,740-42.8% |
| Admin fee / account holder | $5,424 | $6,751-19.7% | $13,984-61.2% | $5,306+2.2% |