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 | $66,457 | $62,573+6.2% | $85,682-22.4% | $85,850-22.6% |
| Participation rate | 77.6% | 61.1%+16.5pp | 69.9%+7.8pp | 69.3%+8.3pp |
| Annual return | 8.18% | 23.77%-15.6pp | 21.49%-13.3pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,057 | $1,757-39.8% | $2,618-59.6% | $2,565-58.8% |
| Participant deferral / active EE | $2,748 | $2,802-1.9% | $3,923-29.9% | $3,952-30.5% |
| Admin fee / account holder | $5,762 | $4,640+24.2% | $6,873-16.2% | $6,260-7.9% |