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 | $51,810 | $117,983-56.1% | $101,794-49.1% | $142,382-63.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 7.62% | 36.92%-29.3pp | 30.53%-22.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,088 | $2,773-24.7% | $2,289-8.8% | $4,299-51.4% |
| Participant deferral / active EE | $4,320 | $4,714-8.3% | $4,084+5.8% | $6,507-33.6% |
| Admin fee / account holder | $1,469 | $10,433-85.9% | $8,777-83.3% | $12,624-88.4% |