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 | $46,278 | $110,257-58.0% | $96,544-52.1% | $139,434-66.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.12% | 26.32%-17.2pp | 25.84%-16.7pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,143 | $3,620-68.4% | $2,965-61.4% | $4,751-75.9% |
| Participant deferral / active EE | $6,871 | $5,548+23.9% | $4,851+41.6% | $6,710+2.4% |
| Admin fee / account holder | $411 | $11,591-96.5% | $8,252-95.0% | $11,403-96.4% |