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 | $44,503 | $95,416-53.4% | $185,823-76.1% | $85,850-48.2% |
| Participation rate | 78.6% | 68.8%+9.8pp | 81.7%-3.1pp | 69.3%+9.3pp |
| Annual return | 8.95% | 23.59%-14.6pp | 122.05%-113.1pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,218 | $3,314-33.1% | $5,167-57.1% | $2,565-13.5% |
| Participant deferral / active EE | $2,377 | $3,423-30.6% | $5,568-57.3% | $3,952-39.8% |
| Admin fee / account holder | $7,068 | $7,213-2.0% | $16,237-56.5% | $6,260+12.9% |