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 | $60,909 | $72,277-15.7% | $101,248-39.8% | $79,858-23.7% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 3.87% | 22.30%-18.4pp | 46.47%-42.6pp | 31.71%-27.8pp |
| Employer contribution / active EE | $2,251 | $2,692-16.4% | $3,660-38.5% | $2,471-8.9% |
| Participant deferral / active EE | $4,632 | $3,282+41.2% | $4,370+6.0% | $3,740+23.9% |
| Admin fee / account holder | $3,274 | $4,400-25.6% | $5,945-44.9% | $5,306-38.3% |