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 | $24,337 | $156,846-84.5% | $121,098-79.9% | $139,434-82.5% |
| Participation rate | 94.4% | 76.4%+18.0pp | 69.5%+25.0pp | 80.3%+14.1pp |
| Annual return | 6.61% | 1474.56%-1467.9pp | 985.75%-979.1pp | 372.94%-366.3pp |
| Employer contribution / active EE | $646 | $5,536-88.3% | $4,164-84.5% | $4,751-86.4% |
| Participant deferral / active EE | $1,659 | $4,844-65.8% | $4,080-59.3% | $6,710-75.3% |
| Admin fee / account holder | $4,983 | $6,946-28.3% | $5,644-11.7% | $11,403-56.3% |