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 | $59,523 | $80,673-26.2% | $101,326-41.3% | $84,808-29.8% |
| Participation rate | 84.4% | 77.8%+6.7pp | 81.5%+2.9pp | 68.3%+16.1pp |
| Annual return | 12.74% | 38.95%-26.2pp | 36.82%-24.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $244 | $2,698-91.0% | $3,665-93.3% | $2,631-90.7% |
| Participant deferral / active EE | $5,755 | $6,840-15.9% | $7,994-28.0% | $4,212+36.6% |
| Admin fee / account holder | $7,987 | $12,784-37.5% | $11,185-28.6% | $7,344+8.8% |