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 | $91,357 | $71,050+28.6% | $93,606-2.4% | $80,856+13.0% |
| Participation rate | 74.5% | 60.4%+14.1pp | 68.7%+5.7pp | 67.6%+6.8pp |
| Annual return | 9.53% | 11.26%-1.7pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $949 | $1,564-39.3% | $2,420-60.8% | $2,755-65.6% |
| Participant deferral / active EE | $5,018 | $4,034+24.4% | $4,411+13.8% | $4,296+16.8% |
| Admin fee / account holder | $19,848 | $6,945+185.8% | $8,285+139.6% | $6,918+186.9% |