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 | $44,019 | $87,841-49.9% | $133,980-67.1% | $62,891-30.0% |
| Participation rate | 86.2% | 83.4%+2.8pp | 87.1%-0.9pp | 69.3%+16.9pp |
| Annual return | 5.66% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,478 | $3,483-57.6% | $5,211-71.6% | $2,281-35.2% |
| Participant deferral / active EE | $3,352 | $4,812-30.3% | $6,282-46.6% | $3,203+4.6% |
| Admin fee / account holder | $624 | $5,371-88.4% | $9,324-93.3% | $4,296-85.5% |