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 | $79,792 | $52,279+52.6% | $89,391-10.7% | $79,858-0.1% |
| Participation rate | 86.2% | 57.5%+28.7pp | 68.0%+18.2pp | 69.6%+16.6pp |
| Annual return | 7.80% | 22.16%-14.4pp | 245.62%-237.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,568 | $1,572+63.4% | $2,586-0.7% | $2,471+3.9% |
| Participant deferral / active EE | $4,689 | $2,740+71.1% | $3,890+20.5% | $3,740+25.4% |
| Admin fee / account holder | $1,939 | $3,356-42.2% | $4,881-60.3% | $5,306-63.5% |