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 | $59,204 | $89,753-34.0% | $107,525-44.9% | $84,808-30.2% |
| Participation rate | 76.3% | 68.1%+8.2pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 10.95% | 29.48%-18.5pp | 181.32%-170.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,912 | $3,113-6.5% | $3,754-22.4% | $2,631+10.7% |
| Participant deferral / active EE | $4,297 | $4,056+5.9% | $5,116-16.0% | $4,212+2.0% |
| Admin fee / account holder | $4,146 | $7,222-42.6% | $8,919-53.5% | $7,344-43.5% |