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 | $25,044 | $95,416-73.8% | $185,823-86.5% | $85,850-70.8% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 7.43% | 23.59%-16.2pp | 122.05%-114.6pp | 318.53%-311.1pp |
| Employer contribution / active EE | $11,796 | $3,314+256.0% | $5,167+128.3% | $2,565+359.9% |
| Participant deferral / active EE | $2,881 | $3,423-15.8% | $5,568-48.3% | $3,952-27.1% |
| Admin fee / account holder | $1,913 | $7,213-73.5% | $16,237-88.2% | $6,260-69.4% |