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 | $59,220 | $58,512+1.2% | $84,015-29.5% | $72,985-18.9% |
| Participation rate | 79.4% | 61.2%+18.1pp | 69.0%+10.4pp | 69.5%+9.9pp |
| Annual return | 7.13% | 28.93%-21.8pp | 71.31%-64.2pp | 81.00%-73.9pp |
| Employer contribution / active EE | $798 | $1,163-31.4% | $1,983-59.8% | $2,440-67.3% |
| Participant deferral / active EE | $4,519 | $2,394+88.8% | $3,239+39.5% | $3,607+25.3% |
| Admin fee / account holder | $4,480 | $4,569-1.9% | $6,101-26.6% | $5,124-12.6% |