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 | $33,702 | $81,632-58.7% | $70,449-52.2% | $158,922-78.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.20% | 208.40%-207.2pp | 109.03%-107.8pp | 302.83%-301.6pp |
| Employer contribution / active EE | $1,319 | $3,217-59.0% | $2,737-51.8% | $4,761-72.3% |
| Participant deferral / active EE | $5,388 | $4,554+18.3% | $3,709+45.3% | $5,982-9.9% |
| Admin fee / account holder | $1,305 | $6,193-78.9% | $3,845-66.1% | $11,246-88.4% |