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 | $50,349 | $100,773-50.0% | $88,946-43.4% | $142,382-64.6% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 10.78% | 70.18%-59.4pp | 57.82%-47.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $931 | $2,918-68.1% | $2,555-63.6% | $4,299-78.4% |
| Participant deferral / active EE | $2,906 | $5,230-44.4% | $4,581-36.6% | $6,507-55.3% |
| Admin fee / account holder | $7,748 | $9,693-20.1% | $8,261-6.2% | $12,624-38.6% |