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 | $24,216 | $76,000-68.1% | $154,107-84.3% | $64,186-62.3% |
| Participation rate | 74.1% | 70.4%+3.7pp | 83.0%-9.0pp | 69.6%+4.5pp |
| Annual return | -9.33% | 30.32%-39.6pp | 735.12%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,104 | $3,351-67.1% | $5,298-79.2% | $2,381-53.6% |
| Participant deferral / active EE | $1,462 | $3,175-54.0% | $5,081-71.2% | $3,470-57.9% |
| Admin fee / account holder | $633 | $5,596-88.7% | $13,411-95.3% | $4,888-87.1% |