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 | $66,780 | $95,266-29.9% | $82,389-18.9% | $142,382-53.1% |
| Participation rate | 70.8% | 74.5%-3.6pp | 69.5%+1.3pp | 80.1%-9.3pp |
| Annual return | 10.20% | 25.74%-15.5pp | 28.67%-18.5pp | 217.08%-206.9pp |
| Employer contribution / active EE | $835 | $2,991-72.1% | $2,517-66.8% | $4,299-80.6% |
| Participant deferral / active EE | $3,319 | $4,809-31.0% | $4,155-20.1% | $6,507-49.0% |
| Admin fee / account holder | $8,733 | $8,563+2.0% | $7,231+20.8% | $12,624-30.8% |