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 | $59,331 | $109,413-45.8% | $156,263-62.0% | $84,808-30.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.12% | 20.18%-9.1pp | 59.47%-48.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,757 | $2,907-39.5% | $4,333-59.4% | $2,631-33.2% |
| Participant deferral / active EE | $2,947 | $4,590-35.8% | $6,158-52.2% | $4,212-30.0% |
| Admin fee / account holder | $13,476 | $9,357+44.0% | $14,255-5.5% | $7,344+83.5% |