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 | $16,742 | $58,208-71.2% | $81,812-79.5% | $80,856-79.3% |
| Participation rate | 86.3% | 63.4%+22.9pp | 72.3%+13.9pp | 67.6%+18.6pp |
| Annual return | 9.62% | 41.66%-32.0pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,102 | $2,340-10.2% | $2,912-27.8% | $2,755-23.7% |
| Participant deferral / active EE | $4,122 | $3,281+25.6% | $4,319-4.6% | $4,296-4.1% |
| Admin fee / account holder | $439 | $4,981-91.2% | $7,386-94.1% | $6,918-93.7% |