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 | $24,864 | $78,672-68.4% | $109,143-77.2% | $85,850-71.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.15% | 25.09%-16.9pp | 25.75%-17.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $5,488 | $2,735+100.7% | $3,722+47.5% | $2,565+114.0% |
| Participant deferral / active EE | $2,262 | $3,467-34.8% | $4,653-51.4% | $3,952-42.7% |
| Admin fee / account holder | $524 | $5,469-90.4% | $6,752-92.2% | $6,260-91.6% |