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 7-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 | $60,189 | $60,892-1.2% | $82,389-26.9% | $84,808-29.0% |
| Participation rate | 81.5% | 63.3%+18.2pp | 69.5%+11.9pp | 68.3%+13.2pp |
| Annual return | 8.08% | 37.29%-29.2pp | 28.67%-20.6pp | 40.90%-32.8pp |
| Employer contribution / active EE | $872 | $1,779-51.0% | $2,517-65.4% | $2,631-66.9% |
| Participant deferral / active EE | $2,066 | $3,179-35.0% | $4,155-50.3% | $4,212-51.0% |
| Admin fee / account holder | $27,055 | $5,467+394.8% | $7,231+274.2% | $7,344+268.4% |