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 | $52,551 | $60,124-12.6% | $90,404-41.9% | $79,858-34.2% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 8.03% | 71.94%-63.9pp | 1293.02%-1285.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $707 | $2,068-65.8% | $3,262-78.3% | $2,471-71.4% |
| Participant deferral / active EE | $4,578 | $2,938+55.8% | $3,963+15.5% | $3,740+22.4% |
| Admin fee / account holder | $3,068 | $3,976-22.9% | $5,611-45.3% | $5,306-42.2% |