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 | $61,379 | $80,673-23.9% | $101,326-39.4% | $84,808-27.6% |
| Participation rate | 76.3% | 77.8%-1.5pp | 81.5%-5.2pp | 68.3%+8.0pp |
| Annual return | 13.76% | 38.95%-25.2pp | 36.82%-23.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $889 | $2,698-67.0% | $3,665-75.7% | $2,631-66.2% |
| Participant deferral / active EE | $2,809 | $6,840-58.9% | $7,994-64.9% | $4,212-33.3% |
| Admin fee / account holder | $382 | $12,784-97.0% | $11,185-96.6% | $7,344-94.8% |