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 | $54,428 | $65,041-16.3% | $90,951-40.2% | $79,858-31.8% |
| Participation rate | 84.8% | 61.6%+23.2pp | 69.0%+15.8pp | 69.6%+15.1pp |
| Annual return | 6.71% | 30.45%-23.7pp | 134.60%-127.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $802 | $1,247-35.7% | $2,122-62.2% | $2,471-67.5% |
| Participant deferral / active EE | $2,054 | $2,512-18.2% | $3,373-39.1% | $3,740-45.1% |
| Admin fee / account holder | $1,586 | $4,536-65.0% | $5,959-73.4% | $5,306-70.1% |