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 | $35,328 | $115,770-69.5% | $101,248-65.1% | $158,922-77.8% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 1.22% | 56.14%-54.9pp | 46.47%-45.3pp | 302.83%-301.6pp |
| Employer contribution / active EE | $1,785 | $4,175-57.2% | $3,660-51.2% | $4,761-62.5% |
| Participant deferral / active EE | $3,709 | $4,957-25.2% | $4,370-15.1% | $5,982-38.0% |
| Admin fee / account holder | $1,587 | $7,245-78.1% | $5,945-73.3% | $11,246-85.9% |