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 | $64,704 | $109,881-41.1% | $150,045-56.9% | $84,808-23.7% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 12.69% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,042 | $3,561-14.6% | $4,693-35.2% | $2,631+15.6% |
| Participant deferral / active EE | $5,357 | $6,636-19.3% | $7,997-33.0% | $4,212+27.2% |
| Admin fee / account holder | $2,517 | $8,568-70.6% | $13,435-81.3% | $7,344-65.7% |