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 | $14,839 | $27,915-46.8% | $58,482-74.6% | $75,163-80.3% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 10.58% | 44.20%-33.6pp | 4239.32%-4228.7pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,038 | $669+55.1% | $1,053-1.5% | $2,670-61.1% |
| Participant deferral / active EE | $2,551 | $1,201+112.4% | $1,924+32.6% | $4,125-38.2% |
| Admin fee / account holder | $3,926 | $1,726+127.5% | $2,516+56.0% | $5,651-30.5% |