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 | $42,361 | $81,248-47.9% | $155,509-72.8% | $80,856-47.6% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 9.96% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,984 | $3,100-36.0% | $4,672-57.5% | $2,755-28.0% |
| Participant deferral / active EE | $1,678 | $3,452-51.4% | $5,626-70.2% | $4,296-60.9% |
| Admin fee / account holder | $1,457 | $7,997-81.8% | $15,912-90.8% | $6,918-78.9% |