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 | $71,521 | $45,073+58.7% | $69,455+3.0% | $72,985-2.0% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.6%+0.4pp | 69.5%+5.5pp |
| Annual return | 3.63% | 22.65%-19.0pp | 28.97%-25.3pp | 81.00%-77.4pp |
| Employer contribution / active EE | $3,691 | $2,054+79.7% | $2,779+32.8% | $2,440+51.3% |
| Participant deferral / active EE | $2,096 | $2,602-19.4% | $3,535-40.7% | $3,607-41.9% |
| Admin fee / account holder | $2,070 | $3,056-32.3% | $3,839-46.1% | $5,124-59.6% |