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 | $76,567 | $74,927+2.2% | $101,794-24.8% | $84,808-9.7% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.2%+17.1pp | 68.3%+18.0pp |
| Annual return | 11.61% | 18.70%-7.1pp | 30.53%-18.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,242 | $1,522+47.3% | $2,289-2.1% | $2,631-14.8% |
| Participant deferral / active EE | $3,355 | $3,099+8.2% | $4,084-17.9% | $4,212-20.3% |
| Admin fee / account holder | $3,817 | $6,514-41.4% | $8,777-56.5% | $7,344-48.0% |