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 | $49,625 | $25,014+98.4% | $69,647-28.7% | $80,856-38.6% |
| Participation rate | 88.4% | 64.2%+24.2pp | 66.5%+22.0pp | 67.6%+20.8pp |
| Annual return | 9.76% | 19.07%-9.3pp | 100.48%-90.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,663 | $993+67.4% | $1,712-2.9% | $2,755-39.6% |
| Participant deferral / active EE | $3,539 | $1,839+92.4% | $2,886+22.6% | $4,296-17.6% |
| Admin fee / account holder | $8,235 | $2,488+231.0% | $4,713+74.7% | $6,918+19.0% |