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 | $38,556 | $58,208-33.8% | $81,812-52.9% | $80,856-52.3% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 9.15% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $322 | $2,340-86.2% | $2,912-88.9% | $2,755-88.3% |
| Participant deferral / active EE | $4,448 | $3,281+35.6% | $4,319+3.0% | $4,296+3.5% |
| Admin fee / account holder | $403 | $4,981-91.9% | $7,386-94.5% | $6,918-94.2% |