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 | $85,058 | $85,766-0.8% | $136,294-37.6% | $70,131+21.3% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 13.14% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,756 | $2,966-40.8% | $4,695-62.6% | $2,342-25.0% |
| Participant deferral / active EE | $4,691 | $5,051-7.1% | $6,247-24.9% | $3,332+40.8% |
| Admin fee / account holder | $366 | $5,420-93.2% | $9,243-96.0% | $4,645-92.1% |