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 | $88,749 | $46,869+89.4% | $122,332-27.5% | $70,131+26.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.58% | 24.22%-12.6pp | 30.27%-18.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $246 | $1,288-80.9% | $4,050-93.9% | $2,342-89.5% |
| Participant deferral / active EE | $3,844 | $2,166+77.4% | $3,287+16.9% | $3,332+15.4% |
| Admin fee / account holder | $1,377 | $3,322-58.6% | $5,478-74.9% | $4,645-70.4% |