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 | $63,508 | $54,705+16.1% | $71,209-10.8% | $84,808-25.1% |
| Participation rate | 75.6% | 64.1%+11.5pp | 73.8%+1.9pp | 68.3%+7.3pp |
| Annual return | 12.28% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,453 | $2,158-32.7% | $2,721-46.6% | $2,631-44.8% |
| Participant deferral / active EE | $6,894 | $3,030+127.5% | $4,175+65.1% | $4,212+63.7% |
| Admin fee / account holder | $611 | $4,863-87.4% | $5,349-88.6% | $7,344-91.7% |