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 | $34,853 | $177,572-80.4% | $154,803-77.5% | $142,382-75.5% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 9.93% | 65.07%-55.1pp | 58.88%-49.0pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,284 | $4,810-73.3% | $4,305-70.2% | $4,299-70.1% |
| Participant deferral / active EE | $2,685 | $6,272-57.2% | $5,540-51.5% | $6,507-58.7% |
| Admin fee / account holder | $2,201 | $16,786-86.9% | $14,329-84.6% | $12,624-82.6% |