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 | $50,301 | $29,660+69.6% | $56,411-10.8% | $80,856-37.8% |
| Participation rate | 93.5% | 41.6%+51.9pp | 52.5%+41.0pp | 67.6%+25.9pp |
| Annual return | 10.37% | 35.23%-24.9pp | 1701.33%-1691.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,097 | $669+64.0% | $1,039+5.7% | $2,755-60.2% |
| Participant deferral / active EE | $2,529 | $1,226+106.3% | $1,952+29.6% | $4,296-41.1% |
| Admin fee / account holder | $353 | $2,428-85.5% | $2,829-87.5% | $6,918-94.9% |