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 | $47,355 | $58,927-19.6% | $76,817-38.4% | $72,985-35.1% |
| Participation rate | 70.2% | 67.3%+2.9pp | 72.1%-1.9pp | 69.5%+0.7pp |
| Annual return | 15.39% | 2305.64%-2290.3pp | 1166.11%-1150.7pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,076 | $1,787-39.8% | $2,302-53.2% | $2,440-55.9% |
| Participant deferral / active EE | $2,333 | $2,690-13.3% | $3,336-30.1% | $3,607-35.3% |
| Admin fee / account holder | $1,745 | $4,013-56.5% | $6,420-72.8% | $5,124-65.9% |