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 | $40,438 | $77,634-47.9% | $156,549-74.2% | $62,891-35.7% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 4.30% | 50.32%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,492 | $3,444-27.6% | $5,501-54.7% | $2,281+9.3% |
| Participant deferral / active EE | $1,984 | $3,045-34.9% | $4,871-59.3% | $3,203-38.1% |
| Admin fee / account holder | $1,940 | $5,561-65.1% | $13,027-85.1% | $4,296-54.8% |