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 | $134,850 | $138,347-2.5% | $184,203-26.8% | $80,856+66.8% |
| Participation rate | 86.2% | 83.9%+2.3pp | 86.8%-0.6pp | 67.6%+18.6pp |
| Annual return | 6.56% | 20.02%-13.5pp | 28.81%-22.2pp | 35.59%-29.0pp |
| Employer contribution / active EE | $1,729 | $4,850-64.3% | $6,427-73.1% | $2,755-37.2% |
| Participant deferral / active EE | $5,743 | $7,071-18.8% | $9,131-37.1% | $4,296+33.7% |
| Admin fee / account holder | $1,627 | $10,483-84.5% | $13,901-88.3% | $6,918-76.5% |