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 | $36,593 | $77,899-53.0% | $149,673-75.6% | $75,163-51.3% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 12.81% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,676 | $3,137+17.2% | $4,818-23.7% | $2,670+37.7% |
| Participant deferral / active EE | $5,926 | $3,411+73.7% | $5,680+4.3% | $4,125+43.7% |
| Admin fee / account holder | $3,959 | $5,956-33.5% | $13,210-70.0% | $5,651-29.9% |