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 7-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 | $24,610 | $58,208-57.7% | $81,812-69.9% | $80,856-69.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.91% | 41.66%-32.7pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $5,626 | $2,340+140.4% | $2,912+93.2% | $2,755+104.2% |
| Participant deferral / active EE | $3,463 | $3,281+5.5% | $4,319-19.8% | $4,296-19.4% |
| Admin fee / account holder | $1,982 | $4,981-60.2% | $7,386-73.2% | $6,918-71.3% |