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 | $50,295 | $59,839-15.9% | $81,983-38.7% | $79,858-37.0% |
| Participation rate | 80.8% | 61.6%+19.2pp | 69.2%+11.5pp | 69.6%+11.1pp |
| Annual return | 9.47% | 17.56%-8.1pp | 41.31%-31.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $817 | $1,713-52.3% | $2,498-67.3% | $2,471-66.9% |
| Participant deferral / active EE | $2,759 | $2,695+2.4% | $3,722-25.9% | $3,740-26.2% |
| Admin fee / account holder | $732 | $4,287-82.9% | $5,664-87.1% | $5,306-86.2% |