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 | $34,468 | $48,230-28.5% | $67,502-48.9% | $80,856-57.4% |
| Participation rate | 78.2% | 66.4%+11.8pp | 72.9%+5.3pp | 67.6%+10.6pp |
| Annual return | 11.24% | 18.28%-7.0pp | 3512.12%-3500.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $926 | $2,020-54.1% | $2,731-66.1% | $2,755-66.4% |
| Participant deferral / active EE | $1,894 | $2,924-35.2% | $4,000-52.6% | $4,296-55.9% |
| Admin fee / account holder | $2,456 | $3,681-33.3% | $3,998-38.6% | $6,918-64.5% |