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 | $31,074 | $56,317-44.8% | $71,209-56.4% | $74,304-58.2% |
| Participation rate | 70.0% | 55.1%+14.9pp | 73.8%-3.8pp | 60.3%+9.7pp |
| Annual return | 12.77% | 42.83%-30.1pp | 282.51%-269.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $512 | $2,160-76.3% | $2,721-81.2% | $2,241-77.2% |
| Participant deferral / active EE | $1,043 | $2,788-62.6% | $4,175-75.0% | $3,767-72.3% |
| Admin fee / account holder | $527 | $2,290-77.0% | $5,349-90.1% | $2,969-82.2% |