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 | $65,351 | $80,968-19.3% | $96,544-32.3% | $75,163-13.1% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 4.96% | 27.06%-22.1pp | 25.84%-20.9pp | 160.62%-155.7pp |
| Employer contribution / active EE | $1,243 | $2,282-45.5% | $2,965-58.1% | $2,670-53.4% |
| Participant deferral / active EE | $2,344 | $3,928-40.3% | $4,851-51.7% | $4,125-43.2% |
| Admin fee / account holder | $1,383 | $6,724-79.4% | $8,252-83.2% | $5,651-75.5% |