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 | $52,291 | $98,240-46.8% | $82,313-36.5% | $147,584-64.6% |
| Participation rate | 73.7% | 79.7%-6.0pp | 76.9%-3.2pp | 82.8%-9.1pp |
| Annual return | 8.31% | 30.85%-22.5pp | 25.88%-17.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,369 | $3,192-57.1% | $2,428-43.6% | $4,876-71.9% |
| Participant deferral / active EE | $1,931 | $4,383-55.9% | $3,706-47.9% | $5,439-64.5% |
| Admin fee / account holder | $1,269 | $8,563-85.2% | $5,608-77.4% | $10,885-88.3% |