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 | $25,798 | $83,902-69.3% | $167,512-84.6% | $84,808-69.6% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.1%+15.3pp | 68.3%+24.0pp |
| Annual return | 13.17% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,835 | $4,442-58.7% | $6,405-71.3% | $4,212-56.4% |
| Admin fee / account holder | $3,976 | $7,915-49.8% | $9,769-59.3% | $7,344-45.9% |