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 | $93,055 | $70,428+32.1% | $96,562-3.6% | $85,850+8.4% |
| Participation rate | 71.7% | 61.8%+9.9pp | 69.8%+1.9pp | 69.3%+2.4pp |
| Annual return | 10.38% | 18.59%-8.2pp | 37.78%-27.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $861 | $1,413-39.1% | $2,356-63.5% | $2,565-66.4% |
| Participant deferral / active EE | $3,866 | $2,894+33.6% | $3,849+0.4% | $3,952-2.2% |
| Admin fee / account holder | $2,493 | $4,997-50.1% | $6,181-59.7% | $6,260-60.2% |