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 | $75,692 | $148,978-49.2% | $200,582-62.3% | $84,808-10.7% |
| Participation rate | 77.1% | 84.2%-7.1pp | 86.9%-9.7pp | 68.3%+8.8pp |
| Annual return | 8.72% | 28.16%-19.4pp | 42.33%-33.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $2,266 | $4,815-52.9% | $6,419-64.7% | $2,631-13.9% |
| Participant deferral / active EE | $3,551 | $7,142-50.3% | $9,331-61.9% | $4,212-15.7% |
| Admin fee / account holder | $7,070 | $13,977-49.4% | $16,305-56.6% | $7,344-3.7% |