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 | $51,450 | $157,256-67.3% | $141,162-63.6% | $152,861-66.3% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 13.44% | 64.32%-50.9pp | 71.39%-57.9pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,254 | $5,261-76.2% | $4,735-73.5% | $4,762-73.7% |
| Participant deferral / active EE | $8,775 | $7,109+23.4% | $6,709+30.8% | $5,850+50.0% |
| Admin fee / account holder | $4,149 | $12,120-65.8% | $10,261-59.6% | $11,596-64.2% |