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 | $64,125 | $99,918-35.8% | $81,382-21.2% | $145,922-56.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 6.62% | 34.32%-27.7pp | 24.73%-18.1pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,795 | $2,978-39.7% | $2,463-27.1% | $4,660-61.5% |
| Participant deferral / active EE | $5,498 | $4,605+19.4% | $3,883+41.6% | $6,688-17.8% |
| Admin fee / account holder | $887 | $8,212-89.2% | $5,768-84.6% | $13,397-93.4% |