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 | $71,211 | $89,753-20.7% | $107,525-33.8% | $84,808-16.0% |
| Participation rate | 72.9% | 68.1%+4.9pp | 75.1%-2.2pp | 68.3%+4.6pp |
| Annual return | 3.83% | 29.48%-25.6pp | 181.32%-177.5pp | 40.90%-37.1pp |
| Employer contribution / active EE | $1,191 | $3,113-61.8% | $3,754-68.3% | $2,631-54.7% |
| Participant deferral / active EE | $3,150 | $4,056-22.3% | $5,116-38.4% | $4,212-25.2% |
| Admin fee / account holder | $18,511 | $7,222+156.3% | $8,919+107.6% | $7,344+152.1% |