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 | $78,725 | $81,248-3.1% | $155,509-49.4% | $80,856-2.6% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 10.11% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,290 | $3,100-26.1% | $4,672-51.0% | $2,755-16.9% |
| Participant deferral / active EE | $3,538 | $3,452+2.5% | $5,626-37.1% | $4,296-17.6% |
| Admin fee / account holder | $5,755 | $7,997-28.0% | $15,912-63.8% | $6,918-16.8% |