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 | $170,437 | $66,402+156.7% | $109,895+55.1% | $85,850+98.5% |
| Participation rate | 77.8% | 63.9%+13.9pp | 74.2%+3.6pp | 69.3%+8.5pp |
| Annual return | 9.96% | 19.59%-9.6pp | 29.45%-19.5pp | 318.53%-308.6pp |
| Employer contribution / active EE | $364 | $1,687-78.4% | $2,842-87.2% | $2,565-85.8% |
| Participant deferral / active EE | $1,581 | $2,842-44.4% | $4,048-60.9% | $3,952-60.0% |
| Admin fee / account holder | $1,697 | $4,557-62.8% | $6,066-72.0% | $6,260-72.9% |