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 | $21,732 | $84,233-74.2% | $170,442-87.2% | $70,131-69.0% |
| Participation rate | 80.6% | 70.8%+9.7pp | 83.6%-3.0pp | 69.5%+11.0pp |
| Annual return | 10.14% | 23.06%-12.9pp | 205.93%-195.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,465 | $3,387-56.7% | $5,433-73.0% | $2,342-37.5% |
| Participant deferral / active EE | $1,866 | $3,086-39.5% | $4,939-62.2% | $3,332-44.0% |
| Admin fee / account holder | $1,245 | $5,698-78.1% | $13,880-91.0% | $4,645-73.2% |