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 | $61,428 | $98,240-37.5% | $82,313-25.4% | $147,584-58.4% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 7.77% | 30.85%-23.1pp | 25.88%-18.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,436 | $3,192-55.0% | $2,428-40.9% | $4,876-70.5% |
| Participant deferral / active EE | $4,853 | $4,383+10.7% | $3,706+30.9% | $5,439-10.8% |
| Admin fee / account holder | $3,484 | $8,563-59.3% | $5,608-37.9% | $10,885-68.0% |