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 | $62,617 | $86,286-27.4% | $111,297-43.7% | $85,850-27.1% |
| Participation rate | 84.6% | 73.3%+11.3pp | 77.3%+7.3pp | 69.3%+15.3pp |
| Annual return | 10.58% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,420 | $2,043-30.5% | $2,731-48.0% | $2,565-44.6% |
| Participant deferral / active EE | $3,317 | $3,641-8.9% | $4,487-26.1% | $3,952-16.1% |
| Admin fee / account holder | $5,352 | $8,188-34.6% | $7,964-32.8% | $6,260-14.5% |