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 | $66,968 | $78,926-15.2% | $136,749-51.0% | $84,808-21.0% |
| Participation rate | 72.0% | 62.2%+9.8pp | 72.1%-0.1pp | 68.3%+3.7pp |
| Annual return | 10.30% | 18.17%-7.9pp | 24.33%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,731 | $2,134-18.9% | $3,400-49.1% | $2,631-34.2% |
| Participant deferral / active EE | $3,137 | $3,168-1.0% | $4,692-33.1% | $4,212-25.5% |
| Admin fee / account holder | $7,650 | $6,369+20.1% | $11,386-32.8% | $7,344+4.2% |