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 | $132,456 | $65,395+102.5% | $182,532-27.4% | $72,985+81.5% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 4.25% | 27.68%-23.4pp | 148.54%-144.3pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,936 | $1,911+1.3% | $4,076-52.5% | $2,440-20.7% |
| Participant deferral / active EE | $4,089 | $3,563+14.8% | $5,524-26.0% | $3,607+13.4% |
| Admin fee / account holder | $1,102 | $4,245-74.0% | $8,592-87.2% | $5,124-78.5% |