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 | $38,976 | $48,076-18.9% | $78,689-50.5% | $62,891-38.0% |
| Participation rate | 78.2% | 65.2%+13.0pp | 73.6%+4.6pp | 69.3%+8.9pp |
| Annual return | -0.38% | 31.35%-31.7pp | 62.18%-62.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $1,885 | $2,015-6.4% | $2,851-33.9% | $2,281-17.3% |
| Participant deferral / active EE | $3,081 | $2,588+19.1% | $3,517-12.4% | $3,203-3.8% |
| Admin fee / account holder | $2,256 | $3,207-29.7% | $4,510-50.0% | $4,296-47.5% |