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 | $49,226 | $60,124-18.1% | $90,404-45.5% | $79,858-38.4% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.3pp |
| Annual return | 5.10% | 71.94%-66.8pp | 1293.02%-1287.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $3,848 | $2,068+86.1% | $3,262+18.0% | $2,471+55.7% |
| Participant deferral / active EE | $3,917 | $2,938+33.3% | $3,963-1.2% | $3,740+4.7% |
| Admin fee / account holder | $758 | $3,976-80.9% | $5,611-86.5% | $5,306-85.7% |