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 | $37,675 | $58,208-35.3% | $81,812-53.9% | $80,856-53.4% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 9.16% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,211 | $2,340-48.2% | $2,912-58.4% | $2,755-56.0% |
| Participant deferral / active EE | $3,263 | $3,281-0.5% | $4,319-24.4% | $4,296-24.0% |
| Admin fee / account holder | $5,186 | $4,981+4.1% | $7,386-29.8% | $6,918-25.0% |