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 | $37,685 | $81,248-53.6% | $155,509-75.8% | $80,856-53.4% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.5pp |
| Annual return | 5.99% | 33.31%-27.3pp | 64.67%-58.7pp | 35.59%-29.6pp |
| Employer contribution / active EE | $2,927 | $3,100-5.6% | $4,672-37.3% | $2,755+6.3% |
| Participant deferral / active EE | $1,727 | $3,452-50.0% | $5,626-69.3% | $4,296-59.8% |
| Admin fee / account holder | $8,245 | $7,997+3.1% | $15,912-48.2% | $6,918+19.2% |