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 | $31,640 | $89,753-64.7% | $107,525-70.6% | $84,808-62.7% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 8.68% | 29.48%-20.8pp | 181.32%-172.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,614 | $3,113-48.2% | $3,754-57.0% | $2,631-38.7% |
| Participant deferral / active EE | $2,738 | $4,056-32.5% | $5,116-46.5% | $4,212-35.0% |
| Admin fee / account holder | $8,555 | $7,222+18.5% | $8,919-4.1% | $7,344+16.5% |