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 | $59,755 | $109,413-45.4% | $156,263-61.8% | $84,808-29.5% |
| Participation rate | 79.5% | 72.7%+6.8pp | 78.9%+0.6pp | 68.3%+11.2pp |
| Annual return | 12.17% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,855 | $2,907-36.2% | $4,333-57.2% | $2,631-29.5% |
| Participant deferral / active EE | $2,799 | $4,590-39.0% | $6,158-54.5% | $4,212-33.5% |
| Admin fee / account holder | $12,262 | $9,357+31.0% | $14,255-14.0% | $7,344+67.0% |