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 | $31,913 | $100,923-68.4% | $150,045-78.7% | $74,304-57.1% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.3%-1.3pp | 60.3%+20.6pp |
| Annual return | 11.98% | 51.77%-39.8pp | 62.55%-50.6pp | 29.43%-17.4pp |
| Employer contribution / active EE | $2,282 | $3,463-34.1% | $4,693-51.4% | $2,241+1.8% |
| Participant deferral / active EE | $3,392 | $6,709-49.4% | $7,997-57.6% | $3,767-10.0% |
| Admin fee / account holder | $3,818 | $2,767+38.0% | $13,435-71.6% | $2,969+28.6% |