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 | $65,950 | $48,046+37.3% | $84,611-22.1% | $72,985-9.6% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 17.56% | 37.38%-19.8pp | 258.74%-241.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,507 | $1,602-5.9% | $2,652-43.2% | $2,440-38.2% |
| Participant deferral / active EE | $4,353 | $2,680+62.4% | $3,899+11.7% | $3,607+20.7% |
| Admin fee / account holder | $867 | $3,395-74.5% | $4,912-82.3% | $5,124-83.1% |