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 | $47,925 | $77,899-38.5% | $149,673-68.0% | $75,163-36.2% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 10.67% | 31.72%-21.0pp | 134.42%-123.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $5,153 | $3,137+64.3% | $4,818+7.0% | $2,670+93.0% |
| Participant deferral / active EE | $5,504 | $3,411+61.4% | $5,680-3.1% | $4,125+33.4% |
| Admin fee / account holder | $3,449 | $5,956-42.1% | $13,210-73.9% | $5,651-39.0% |