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 | $79,451 | $48,795+62.8% | $65,493+21.3% | $84,808-6.3% |
| Participation rate | 76.7% | 67.0%+9.7pp | 73.1%+3.6pp | 68.3%+8.4pp |
| Annual return | 9.97% | 20.20%-10.2pp | 982.45%-972.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,761 | $1,930-8.7% | $2,574-31.6% | $2,631-33.1% |
| Participant deferral / active EE | $3,072 | $2,928+4.9% | $3,961-22.5% | $4,212-27.1% |
| Admin fee / account holder | $2,753 | $3,877-29.0% | $5,028-45.3% | $7,344-62.5% |