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 | $25,590 | $77,899-67.1% | $149,673-82.9% | $75,163-66.0% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 7.37% | 31.72%-24.3pp | 134.42%-127.0pp | 160.62%-153.2pp |
| Employer contribution / active EE | $2,186 | $3,137-30.3% | $4,818-54.6% | $2,670-18.1% |
| Participant deferral / active EE | $2,314 | $3,411-32.2% | $5,680-59.3% | $4,125-43.9% |
| Admin fee / account holder | $522 | $5,956-91.2% | $13,210-96.0% | $5,651-90.8% |