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 | $83,188 | $99,985-16.8% | $146,665-43.3% | $85,850-3.1% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 10.96% | 18.93%-8.0pp | 22.74%-11.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,331 | $2,559-48.0% | $4,136-67.8% | $2,565-48.1% |
| Participant deferral / active EE | $7,109 | $4,006+77.5% | $5,506+29.1% | $3,952+79.9% |
| Admin fee / account holder | $6,956 | $7,702-9.7% | $10,280-32.3% | $6,260+11.1% |