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 | $69,305 | $115,770-40.1% | $101,248-31.5% | $158,922-56.4% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 6.84% | 56.14%-49.3pp | 46.47%-39.6pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,342 | $4,175-67.9% | $3,660-63.3% | $4,761-71.8% |
| Participant deferral / active EE | $3,836 | $4,957-22.6% | $4,370-12.2% | $5,982-35.9% |
| Admin fee / account holder | $3,036 | $7,245-58.1% | $5,945-48.9% | $11,246-73.0% |