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 | $46,370 | $74,888-38.1% | $71,209-34.9% | $142,382-67.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 9.74% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,018 | $2,854-29.3% | $2,721-25.8% | $4,299-53.1% |
| Participant deferral / active EE | $2,419 | $4,454-45.7% | $4,175-42.1% | $6,507-62.8% |
| Admin fee / account holder | $562 | $5,568-89.9% | $5,349-89.5% | $12,624-95.6% |