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 9-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 | $38,718 | $101,724-61.9% | $164,813-76.5% | $80,856-52.1% |
| Participation rate | 83.0% | 71.8%+11.1pp | 78.6%+4.4pp | 67.6%+15.3pp |
| Annual return | 8.88% | 16.72%-7.8pp | 69.93%-61.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,133 | $2,953-27.8% | $4,341-50.9% | $2,755-22.6% |
| Participant deferral / active EE | $4,218 | $4,477-5.8% | $6,031-30.1% | $4,296-1.8% |
| Admin fee / account holder | $3,458 | $8,227-58.0% | $12,690-72.7% | $6,918-50.0% |