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 | $31,127 | $90,348-65.5% | $75,972-59.0% | $145,922-78.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 7.19% | 620.88%-613.7pp | 359.55%-352.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $730 | $3,311-78.0% | $2,685-72.8% | $4,660-84.3% |
| Participant deferral / active EE | $3,779 | $5,162-26.8% | $4,255-11.2% | $6,688-43.5% |
| Admin fee / account holder | $2,564 | $8,467-69.7% | $6,467-60.4% | $13,397-80.9% |