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 | $34,710 | $55,415-37.4% | $155,509-77.7% | $74,495-53.4% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-2.9pp | 67.2%+8.0pp |
| Annual return | 9.99% | 268.50%-258.5pp | 64.67%-54.7pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,394 | $2,267-38.5% | $4,672-70.2% | $2,623-46.9% |
| Participant deferral / active EE | $2,680 | $2,836-5.5% | $5,626-52.4% | $4,346-38.3% |
| Admin fee / account holder | $4,023 | $1,738+131.4% | $15,912-74.7% | $1,942+107.2% |