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 | $67,348 | $109,359-38.4% | $162,163-58.5% | $72,985-7.7% |
| Participation rate | 90.0% | 84.3%+5.7pp | 87.6%+2.4pp | 69.5%+20.5pp |
| Annual return | 15.32% | 25.46%-10.1pp | 115.59%-100.3pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,599 | $3,907-59.1% | $5,614-71.5% | $2,440-34.5% |
| Participant deferral / active EE | $3,574 | $5,481-34.8% | $7,298-51.0% | $3,607-0.9% |
| Admin fee / account holder | $811 | $7,972-89.8% | $10,843-92.5% | $5,124-84.2% |