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 | $15,048 | $85,202-82.3% | $172,739-91.3% | $72,985-79.4% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 13.22% | 27.32%-14.1pp | 802.84%-789.6pp | 81.00%-67.8pp |
| Employer contribution / active EE | $1,665 | $3,324-49.9% | $5,143-67.6% | $2,440-31.8% |
| Participant deferral / active EE | $1,197 | $3,260-63.3% | $5,198-77.0% | $3,607-66.8% |
| Admin fee / account holder | $2,233 | $5,884-62.1% | $13,954-84.0% | $5,124-56.4% |