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 | $50,252 | $78,422-35.9% | $95,952-47.6% | $79,858-37.1% |
| Participation rate | 73.5% | 73.5%0pp | 77.1%-3.5pp | 69.6%+3.9pp |
| Annual return | 1.04% | 19.37%-18.3pp | 91.61%-90.6pp | 31.71%-30.7pp |
| Employer contribution / active EE | $3,086 | $1,945+58.6% | $2,541+21.4% | $2,471+24.9% |
| Participant deferral / active EE | $2,118 | $3,440-38.4% | $4,167-49.2% | $3,740-43.4% |
| Admin fee / account holder | $3,316 | $5,622-41.0% | $6,795-51.2% | $5,306-37.5% |