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 | $12,374 | $57,541-78.5% | $95,745-87.1% | $75,163-83.5% |
| Participation rate | 70.5% | 62.5%+8.0pp | 72.3%-1.8pp | 67.2%+3.3pp |
| Annual return | 12.18% | 34.93%-22.8pp | 28.35%-16.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,348 | $1,808-25.4% | $2,835-52.4% | $2,670-49.5% |
| Participant deferral / active EE | $1,324 | $3,074-56.9% | $4,245-68.8% | $4,125-67.9% |
| Admin fee / account holder | $1,556 | $4,099-62.0% | $5,678-72.6% | $5,651-72.5% |