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 | $42,784 | $89,355-52.1% | $141,162-69.7% | $72,985-41.4% |
| Participation rate | 78.3% | 75.1%+3.1pp | 82.5%-4.2pp | 69.5%+8.8pp |
| Annual return | 18.86% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,260 | $3,114-27.4% | $4,735-52.3% | $2,440-7.4% |
| Participant deferral / active EE | $3,588 | $5,418-33.8% | $6,709-46.5% | $3,607-0.5% |
| Admin fee / account holder | $4,028 | $5,958-32.4% | $10,261-60.7% | $5,124-21.4% |