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 | $51,478 | $86,286-40.3% | $111,297-53.7% | $85,850-40.0% |
| Participation rate | 75.9% | 73.3%+2.6pp | 77.3%-1.4pp | 69.3%+6.6pp |
| Annual return | 8.02% | 19.99%-12.0pp | 54.65%-46.6pp | 318.53%-310.5pp |
| Employer contribution / active EE | $2,513 | $2,043+23.0% | $2,731-8.0% | $2,565-2.0% |
| Participant deferral / active EE | $2,854 | $3,641-21.6% | $4,487-36.4% | $3,952-27.8% |
| Admin fee / account holder | $564 | $8,188-93.1% | $7,964-92.9% | $6,260-91.0% |