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 | $75,691 | $101,724-25.6% | $164,813-54.1% | $80,856-6.4% |
| Participation rate | 94.9% | 71.8%+23.0pp | 78.6%+16.3pp | 67.6%+27.2pp |
| Annual return | 7.75% | 16.72%-9.0pp | 69.93%-62.2pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,854 | $2,953-3.4% | $4,341-34.2% | $2,755+3.6% |
| Participant deferral / active EE | $3,876 | $4,477-13.4% | $6,031-35.7% | $4,296-9.8% |
| Admin fee / account holder | $4,305 | $8,227-47.7% | $12,690-66.1% | $6,918-37.8% |