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 | $82,378 | $125,758-34.5% | $169,993-51.5% | $75,163+9.6% |
| Participation rate | 70.0% | 83.6%-13.6pp | 87.0%-17.0pp | 67.2%+2.8pp |
| Annual return | 13.04% | 27.20%-14.2pp | 53.37%-40.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,241 | $4,615-51.4% | $6,785-67.0% | $2,670-16.1% |
| Participant deferral / active EE | $3,777 | $6,837-44.8% | $10,408-63.7% | $4,125-8.4% |
| Admin fee / account holder | $898 | $8,173-89.0% | $12,815-93.0% | $5,651-84.1% |