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 | $80,354 | $98,750-18.6% | $149,696-46.3% | $79,858+0.6% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.5%+1.8pp | 69.6%+14.7pp |
| Annual return | 11.55% | 27.43%-15.9pp | 276.60%-265.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,437 | $5,680+13.3% | $6,842-5.9% | $3,740+72.1% |
| Admin fee / account holder | $3,391 | $6,053-44.0% | $9,309-63.6% | $5,306-36.1% |