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 | $61,477 | $101,069-39.2% | $81,478-24.5% | $147,584-58.3% |
| Participation rate | 89.5% | 74.5%+15.0pp | 68.0%+21.5pp | 82.8%+6.6pp |
| Annual return | 5.60% | 32.40%-26.8pp | 38.78%-33.2pp | 578.55%-572.9pp |
| Employer contribution / active EE | $2,493 | $3,205-22.2% | $2,568-2.9% | $4,876-48.9% |
| Participant deferral / active EE | $8,785 | $4,242+107.1% | $3,537+148.4% | $5,439+61.5% |
| Admin fee / account holder | $2,816 | $5,812-51.6% | $4,561-38.3% | $10,885-74.1% |