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 | $87,382 | $91,190-4.2% | $178,490-51.0% | $79,858+9.4% |
| Participation rate | 78.8% | 69.2%+9.6pp | 81.9%-3.1pp | 69.6%+9.2pp |
| Annual return | 3.14% | 24.19%-21.1pp | 151.07%-147.9pp | 31.71%-28.6pp |
| Employer contribution / active EE | $3,379 | $3,256+3.8% | $5,011-32.6% | $2,471+36.8% |
| Participant deferral / active EE | $6,343 | $3,236+96.0% | $5,202+21.9% | $3,740+69.6% |
| Admin fee / account holder | $5,196 | $6,751-23.0% | $13,984-62.8% | $5,306-2.1% |