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 | $73,206 | $81,460-10.1% | $103,333-29.2% | $80,856-9.5% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 8.68% | 25.55%-16.9pp | 24.88%-16.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,673 | $3,105-46.1% | $3,868-56.7% | $2,755-39.3% |
| Participant deferral / active EE | $4,055 | $3,869+4.8% | $5,057-19.8% | $4,296-5.6% |
| Admin fee / account holder | $477 | $6,566-92.7% | $8,355-94.3% | $6,918-93.1% |