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 | $61,221 | $58,851+4.0% | $115,157-46.8% | $72,985-16.1% |
| Participation rate | 92.0% | 65.5%+26.5pp | 75.9%+16.1pp | 69.5%+22.5pp |
| Annual return | 11.21% | 23.16%-11.9pp | 35.60%-24.4pp | 81.00%-69.8pp |
| Employer contribution / active EE | $1,970 | $1,798+9.6% | $3,179-38.0% | $2,440-19.2% |
| Participant deferral / active EE | $3,242 | $2,643+22.7% | $4,168-22.2% | $3,607-10.1% |
| Admin fee / account holder | $3,548 | $6,370-44.3% | $7,088-49.9% | $5,124-30.8% |