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 | $32,723 | $112,096-70.8% | $95,952-65.9% | $158,922-79.4% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 5.87% | 171.09%-165.2pp | 91.61%-85.7pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,467 | $3,198-54.1% | $2,541-42.2% | $4,761-69.2% |
| Participant deferral / active EE | $4,556 | $4,784-4.8% | $4,167+9.3% | $5,982-23.8% |
| Admin fee / account holder | $992 | $10,130-90.2% | $6,795-85.4% | $11,246-91.2% |