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 | $66,631 | $85,766-22.3% | $136,294-51.1% | $70,131-5.0% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 11.69% | 31.45%-19.8pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,762 | $2,966-40.6% | $4,695-62.5% | $2,342-24.8% |
| Participant deferral / active EE | $2,262 | $5,051-55.2% | $6,247-63.8% | $3,332-32.1% |
| Admin fee / account holder | $3,395 | $5,420-37.4% | $9,243-63.3% | $4,645-26.9% |