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 | $21,576 | $102,966-79.0% | $90,281-76.1% | $152,861-85.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.37% | 95.16%-90.8pp | 78.10%-73.7pp | 345.32%-340.9pp |
| Employer contribution / active EE | $2,053 | $3,139-34.6% | $2,854-28.1% | $4,762-56.9% |
| Participant deferral / active EE | $2,199 | $4,281-48.6% | $3,885-43.4% | $5,850-62.4% |
| Admin fee / account holder | $1,247 | $6,171-79.8% | $5,351-76.7% | $11,596-89.2% |