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 | $25,607 | $58,512-56.2% | $84,015-69.5% | $72,985-64.9% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.0%+23.3pp | 69.5%+22.8pp |
| Annual return | 13.23% | 28.93%-15.7pp | 71.31%-58.1pp | 81.00%-67.8pp |
| Employer contribution / active EE | $2,780 | $1,163+139.0% | $1,983+40.2% | $2,440+13.9% |
| Participant deferral / active EE | $6,159 | $2,394+157.3% | $3,239+90.2% | $3,607+70.7% |
| Admin fee / account holder | $2,244 | $4,569-50.9% | $6,101-63.2% | $5,124-56.2% |