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 | $50,244 | $45,035+11.6% | $62,995-20.2% | $70,131-28.4% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 11.25% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,792 | $2,051+36.1% | $2,759+1.2% | $2,342+19.2% |
| Participant deferral / active EE | $7,273 | $2,465+195.1% | $3,329+118.4% | $3,332+118.3% |
| Admin fee / account holder | $5,820 | $2,834+105.3% | $3,600+61.7% | $4,645+25.3% |