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 | $25,616 | $114,047-77.5% | $96,139-73.4% | $167,490-84.7% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 3.75% | 189.88%-186.1pp | 191.94%-188.2pp | 478.56%-474.8pp |
| Employer contribution / active EE | $7,073 | $3,427+106.4% | $2,797+152.9% | $4,837+46.2% |
| Participant deferral / active EE | $7,429 | $5,194+43.0% | $4,349+70.8% | $6,341+17.1% |
| Admin fee / account holder | $396 | $6,897-94.3% | $5,537-92.8% | $12,309-96.8% |