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 | $76,085 | $109,881-30.8% | $150,045-49.3% | $84,808-10.3% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.7pp | 68.3%+9.3pp |
| Annual return | 12.71% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,825 | $3,561-48.7% | $4,693-61.1% | $2,631-30.6% |
| Participant deferral / active EE | $2,932 | $6,636-55.8% | $7,997-63.3% | $4,212-30.4% |
| Admin fee / account holder | $22,440 | $8,568+161.9% | $13,435+67.0% | $7,344+205.6% |