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 | $73,954 | $86,891-14.9% | $142,449-48.1% | $75,163-1.6% |
| Participation rate | 73.9% | 68.5%+5.4pp | 76.8%-2.9pp | 67.2%+6.7pp |
| Annual return | 13.14% | 23.31%-10.2pp | 19.99%-6.9pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,343 | $3,355-60.0% | $4,847-72.3% | $2,670-49.7% |
| Participant deferral / active EE | $10,638 | $4,938+115.4% | $6,283+69.3% | $4,125+157.9% |
| Admin fee / account holder | $9,745 | $7,299+33.5% | $10,011-2.7% | $5,651+72.5% |