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 | $52,118 | $51,175+1.8% | $70,515-26.1% | $75,163-30.7% |
| Participation rate | 80.0% | 60.9%+19.1pp | 68.3%+11.7pp | 67.2%+12.8pp |
| Annual return | 12.49% | 30.02%-17.5pp | 32.77%-20.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,939 | $1,826+6.2% | $2,973-34.8% | $2,670-27.4% |
| Participant deferral / active EE | $6,790 | $2,849+138.3% | $4,567+48.7% | $4,125+64.6% |
| Admin fee / account holder | $11,312 | $4,091+176.5% | $6,412+76.4% | $5,651+100.2% |