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 | $69,246 | $65,041+6.5% | $90,951-23.9% | $79,858-13.3% |
| Participation rate | 92.9% | 61.6%+31.3pp | 69.0%+23.8pp | 69.6%+23.2pp |
| Annual return | 7.73% | 30.45%-22.7pp | 134.60%-126.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $3,571 | $1,247+186.4% | $2,122+68.3% | $2,471+44.5% |
| Participant deferral / active EE | $1,766 | $2,512-29.7% | $3,373-47.6% | $3,740-52.8% |
| Admin fee / account holder | $419 | $4,536-90.8% | $5,959-93.0% | $5,306-92.1% |