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 | $21,947 | $91,190-75.9% | $178,490-87.7% | $79,858-72.5% |
| Participation rate | 77.6% | 69.2%+8.4pp | 81.9%-4.4pp | 69.6%+7.9pp |
| Annual return | 4.71% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $1,249 | $3,256-61.6% | $5,011-75.1% | $2,471-49.5% |
| Participant deferral / active EE | $2,002 | $3,236-38.1% | $5,202-61.5% | $3,740-46.5% |
| Admin fee / account holder | $1,693 | $6,751-74.9% | $13,984-87.9% | $5,306-68.1% |