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 | $62,294 | $78,422-20.6% | $95,952-35.1% | $79,858-22.0% |
| Participation rate | 93.9% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 9.66% | 19.37%-9.7pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,271 | $1,945+16.7% | $2,541-10.6% | $2,471-8.1% |
| Participant deferral / active EE | $3,606 | $3,440+4.8% | $4,167-13.5% | $3,740-3.6% |
| Admin fee / account holder | $3,369 | $5,622-40.1% | $6,795-50.4% | $5,306-36.5% |