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 | $54,452 | $74,927-27.3% | $101,794-46.5% | $84,808-35.8% |
| Participation rate | 73.6% | 61.4%+12.2pp | 69.2%+4.4pp | 68.3%+5.3pp |
| Annual return | 10.96% | 18.70%-7.7pp | 30.53%-19.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $615 | $1,522-59.6% | $2,289-73.1% | $2,631-76.6% |
| Participant deferral / active EE | $4,629 | $3,099+49.4% | $4,084+13.4% | $4,212+9.9% |
| Admin fee / account holder | $4,398 | $6,514-32.5% | $8,777-49.9% | $7,344-40.1% |