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 | $36,152 | $51,175-29.4% | $70,515-48.7% | $75,163-51.9% |
| Participation rate | 97.6% | 60.9%+36.7pp | 68.3%+29.2pp | 67.2%+30.4pp |
| Annual return | 12.90% | 30.02%-17.1pp | 32.77%-19.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,668 | $1,826+46.1% | $2,973-10.3% | $2,670-0.1% |
| Participant deferral / active EE | $3,089 | $2,849+8.4% | $4,567-32.4% | $4,125-25.1% |
| Admin fee / account holder | $7,081 | $4,091+73.1% | $6,412+10.4% | $5,651+25.3% |