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 | $89,817 | $56,897+57.9% | $84,750+6.0% | $62,891+42.8% |
| Participation rate | 78.6% | 68.5%+10.0pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | -2.56% | 6.30%-8.9pp | 22.78%-25.3pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,509 | $2,400-37.1% | $3,574-57.8% | $2,281-33.8% |
| Participant deferral / active EE | $2,918 | $2,709+7.7% | $3,712-21.4% | $3,203-8.9% |
| Admin fee / account holder | $37,206 | $3,581+939.0% | $5,332+597.8% | $4,296+766.1% |