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 | $27,805 | $165,335-83.2% | $149,696-81.4% | $158,922-82.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.12% | 348.15%-346.0pp | 276.60%-274.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,194 | $5,103-76.6% | $4,644-74.3% | $4,761-74.9% |
| Participant deferral / active EE | $3,502 | $7,181-51.2% | $6,842-48.8% | $5,982-41.5% |
| Admin fee / account holder | $22,445 | $10,807+107.7% | $9,309+141.1% | $11,246+99.6% |