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 | $52,036 | $78,103-33.4% | $289,028-82.0% | $116,875-55.5% |
| Participation rate | 92.8% | 69.5%+23.2pp | 78.0%+14.8pp | 74.5%+18.2pp |
| Annual return | 11.74% | 15.26%-3.5pp | 243.94%-232.2pp | 16.29%-4.6pp |
| Employer contribution / active EE | $1,016 | $2,718-62.6% | $6,326-83.9% | $3,288-69.1% |
| Participant deferral / active EE | $4,260 | $2,921+45.8% | $4,804-11.3% | $3,885+9.6% |
| Admin fee / account holder | $3,976 | $8,683-54.2% | $14,050-71.7% | $12,263-67.6% |