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 | $26,618 | $165,984-84.0% | $164,813-83.8% | $145,922-81.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.64% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,468 | $5,273-72.2% | $4,341-66.2% | $4,660-68.5% |
| Participant deferral / active EE | $3,121 | $6,959-55.2% | $6,031-48.3% | $6,688-53.3% |
| Admin fee / account holder | $359 | $16,648-97.8% | $12,690-97.2% | $13,397-97.3% |