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 | $56,724 | $85,766-33.9% | $136,294-58.4% | $70,131-19.1% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 8.17% | 31.45%-23.3pp | 5155.94%-5147.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $2,718 | $2,966-8.3% | $4,695-42.1% | $2,342+16.1% |
| Participant deferral / active EE | $2,791 | $5,051-44.7% | $6,247-55.3% | $3,332-16.2% |
| Admin fee / account holder | $1,535 | $5,420-71.7% | $9,243-83.4% | $4,645-66.9% |