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 | $33,331 | $81,625-59.2% | $167,512-80.1% | $74,304-55.1% |
| Participation rate | 86.1% | 60.0%+26.1pp | 77.1%+9.0pp | 60.3%+25.7pp |
| Annual return | 12.10% | 26.09%-14.0pp | 1615.79%-1603.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,130 | $2,010-43.8% | $3,882-70.9% | $2,241-49.6% |
| Participant deferral / active EE | $2,110 | $4,115-48.7% | $6,405-67.1% | $3,767-44.0% |
| Admin fee / account holder | $1,117 | $3,474-67.8% | $9,769-88.6% | $2,969-62.4% |