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 | $29,112 | $53,127-45.2% | $86,590-66.4% | $70,131-58.5% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 11.98% | 27.66%-15.7pp | 964.84%-952.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,393 | $2,068+15.7% | $2,839-15.7% | $2,342+2.2% |
| Participant deferral / active EE | $2,020 | $2,696-25.1% | $3,609-44.0% | $3,332-39.4% |
| Admin fee / account holder | $2,436 | $3,585-32.1% | $4,906-50.3% | $4,645-47.6% |