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 | $71,622 | $77,634-7.7% | $156,549-54.2% | $62,891+13.9% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 2.44% | 50.32%-47.9pp | 32.23%-29.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,383 | $3,444-30.8% | $5,501-56.7% | $2,281+4.5% |
| Participant deferral / active EE | $4,603 | $3,045+51.1% | $4,871-5.5% | $3,203+43.7% |
| Admin fee / account holder | $1,646 | $5,561-70.4% | $13,027-87.4% | $4,296-61.7% |