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 | $83,259 | $74,927+11.1% | $101,794-18.2% | $84,808-1.8% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.3pp | 68.3%+29.1pp |
| Annual return | 11.55% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,390 | $1,522-8.6% | $2,289-39.3% | $2,631-47.2% |
| Participant deferral / active EE | $4,194 | $3,099+35.3% | $4,084+2.7% | $4,212-0.4% |
| Admin fee / account holder | $14,167 | $6,514+117.5% | $8,777+61.4% | $7,344+92.9% |