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 | $132,482 | $110,257+20.2% | $96,544+37.2% | $139,434-5.0% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 3.50% | 26.32%-22.8pp | 25.84%-22.3pp | 372.94%-369.4pp |
| Employer contribution / active EE | $1,621 | $3,620-55.2% | $2,965-45.3% | $4,751-65.9% |
| Participant deferral / active EE | $2,737 | $5,548-50.7% | $4,851-43.6% | $6,710-59.2% |
| Admin fee / account holder | $4,479 | $11,591-61.4% | $8,252-45.7% | $11,403-60.7% |