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 | $64,145 | $89,355-28.2% | $141,162-54.6% | $72,985-12.1% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 18.42% | 111.85%-93.4pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $4,328 | $3,114+39.0% | $4,735-8.6% | $2,440+77.4% |
| Participant deferral / active EE | $8,976 | $5,418+65.7% | $6,709+33.8% | $3,607+148.8% |
| Admin fee / account holder | $2,218 | $5,958-62.8% | $10,261-78.4% | $5,124-56.7% |