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 | $48,707 | $123,793-60.7% | $177,821-72.6% | $79,858-39.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.56% | 22.82%-15.3pp | 48.32%-40.8pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,818 | $4,095-55.6% | $5,918-69.3% | $2,471-26.4% |
| Participant deferral / active EE | $2,915 | $5,956-51.1% | $7,714-62.2% | $3,740-22.1% |
| Admin fee / account holder | $2,237 | $7,243-69.1% | $12,427-82.0% | $5,306-57.8% |