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 9-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 | $33,960 | $70,669-51.9% | $169,368-79.9% | $75,163-54.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.93% | 36.36%-22.4pp | 405.60%-391.7pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,283 | $2,211-42.0% | $4,013-68.0% | $2,670-52.0% |
| Participant deferral / active EE | $1,662 | $4,311-61.4% | $6,221-73.3% | $4,125-59.7% |
| Admin fee / account holder | $371 | $5,402-93.1% | $9,003-95.9% | $5,651-93.4% |