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 | $23,533 | $58,523-59.8% | $99,443-76.3% | $72,985-67.8% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 9.77% | 28.51%-18.7pp | 30.72%-21.0pp | 81.00%-71.2pp |
| Employer contribution / active EE | $7,088 | $1,512+368.8% | $2,540+179.1% | $2,440+190.5% |
| Participant deferral / active EE | $2,262 | $2,606-13.2% | $3,619-37.5% | $3,607-37.3% |
| Admin fee / account holder | $1,506 | $4,102-63.3% | $6,250-75.9% | $5,124-70.6% |