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 | $49,557 | $80,717-38.6% | $154,803-68.0% | $84,808-41.6% |
| Participation rate | 76.3% | 66.8%+9.5pp | 78.1%-1.8pp | 68.3%+8.0pp |
| Annual return | 12.19% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $714 | $2,761-74.2% | $4,305-83.4% | $2,631-72.9% |
| Participant deferral / active EE | $4,438 | $3,303+34.4% | $5,540-19.9% | $4,212+5.4% |
| Admin fee / account holder | $9,601 | $6,746+42.3% | $14,329-33.0% | $7,344+30.7% |