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 | $39,365 | $105,630-62.7% | $87,507-55.0% | $273,961-85.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.03% | 12.25%-12.2pp | 12.21%-12.2pp | 41.45%-41.4pp |
| Employer contribution / active EE | $4,974 | $3,141+58.4% | $2,550+95.1% | $4,869+2.2% |
| Participant deferral / active EE | $934 | $3,601-74.1% | $3,149-70.3% | $5,287-82.3% |
| Admin fee / account holder | $336 | $4,781-93.0% | $4,221-92.0% | $10,132-96.7% |