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 | $37,651 | $45,035-16.4% | $62,995-40.2% | $70,131-46.3% |
| Participation rate | 96.6% | 69.5%+27.1pp | 74.8%+21.8pp | 69.5%+27.1pp |
| Annual return | 8.33% | 18.76%-10.4pp | 87.57%-79.2pp | 73.14%-64.8pp |
| Employer contribution / active EE | $900 | $2,051-56.1% | $2,759-67.4% | $2,342-61.6% |
| Participant deferral / active EE | $1,250 | $2,465-49.3% | $3,329-62.5% | $3,332-62.5% |
| Admin fee / account holder | $796 | $2,834-71.9% | $3,600-77.9% | $4,645-82.9% |