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 | $13,236 | $27,915-52.6% | $58,482-77.4% | $75,163-82.4% |
| Participation rate | 85.7% | 38.8%+46.9pp | 50.9%+34.9pp | 67.2%+18.5pp |
| Annual return | 14.28% | 44.20%-29.9pp | 4239.32%-4225.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,241 | $669+85.5% | $1,053+17.8% | $2,670-53.5% |
| Participant deferral / active EE | $1,948 | $1,201+62.2% | $1,924+1.3% | $4,125-52.8% |
| Admin fee / account holder | $2,354 | $1,726+36.4% | $2,516-6.4% | $5,651-58.3% |