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 | $50,276 | $80,968-37.9% | $96,544-47.9% | $75,163-33.1% |
| Participation rate | 77.6% | 71.8%+5.8pp | 76.0%+1.6pp | 67.2%+10.4pp |
| Annual return | 8.62% | 27.06%-18.4pp | 25.84%-17.2pp | 160.62%-152.0pp |
| Employer contribution / active EE | $1,776 | $2,282-22.2% | $2,965-40.1% | $2,670-33.5% |
| Participant deferral / active EE | $3,123 | $3,928-20.5% | $4,851-35.6% | $4,125-24.3% |
| Admin fee / account holder | $9,682 | $6,724+44.0% | $8,252+17.3% | $5,651+71.3% |