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 | $83,000 | $109,881-24.5% | $150,045-44.7% | $84,808-2.1% |
| Participation rate | 84.8% | 76.1%+8.7pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 13.03% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,308 | $3,561-35.2% | $4,693-50.8% | $2,631-12.3% |
| Participant deferral / active EE | $7,523 | $6,636+13.4% | $7,997-5.9% | $4,212+78.6% |
| Admin fee / account holder | $1,667 | $8,568-80.5% | $13,435-87.6% | $7,344-77.3% |