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 | $19,918 | $53,127-62.5% | $86,590-77.0% | $70,131-71.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.62% | 27.66%-18.0pp | 964.84%-955.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,153 | $2,068-44.2% | $2,839-59.4% | $2,342-50.8% |
| Participant deferral / active EE | $1,404 | $2,696-47.9% | $3,609-61.1% | $3,332-57.8% |
| Admin fee / account holder | $5,055 | $3,585+41.0% | $4,906+3.0% | $4,645+8.8% |