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 | $25,606 | $60,124-57.4% | $90,404-71.7% | $79,858-67.9% |
| Participation rate | 82.7% | 65.0%+17.7pp | 72.7%+10.0pp | 69.6%+13.0pp |
| Annual return | 10.05% | 71.94%-61.9pp | 1293.02%-1283.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,066 | $2,068-48.4% | $3,262-67.3% | $2,471-56.8% |
| Participant deferral / active EE | $1,254 | $2,938-57.3% | $3,963-68.4% | $3,740-66.5% |
| Admin fee / account holder | $2,522 | $3,976-36.6% | $5,611-55.1% | $5,306-52.5% |