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 | $63,524 | $55,371+14.7% | $95,585-33.5% | $74,304-14.5% |
| Participation rate | 90.4% | 53.8%+36.5pp | 72.1%+18.3pp | 60.3%+30.0pp |
| Annual return | 13.19% | 24.26%-11.1pp | 38.56%-25.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,444 | $2,955+16.5% | $4,023-14.4% | $3,767-8.6% |
| Admin fee / account holder | $22,298 | $2,620+750.9% | $6,127+263.9% | $2,969+651.1% |