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 | $48,574 | $70,428-31.0% | $96,562-49.7% | $85,850-43.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 4.32% | 18.59%-14.3pp | 37.78%-33.5pp | 318.53%-314.2pp |
| Employer contribution / active EE | $4,246 | $1,413+200.5% | $2,356+80.2% | $2,565+65.5% |
| Participant deferral / active EE | $3,072 | $2,894+6.1% | $3,849-20.2% | $3,952-22.3% |
| Admin fee / account holder | $1,376 | $4,997-72.5% | $6,181-77.7% | $6,260-78.0% |