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 | $71,828 | $112,096-35.9% | $95,952-25.1% | $158,922-54.8% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 2.17% | 171.09%-168.9pp | 91.61%-89.4pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,875 | $3,198-41.4% | $2,541-26.2% | $4,761-60.6% |
| Participant deferral / active EE | $4,256 | $4,784-11.0% | $4,167+2.1% | $5,982-28.9% |
| Admin fee / account holder | $444 | $10,130-95.6% | $6,795-93.5% | $11,246-96.1% |