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 | $68,790 | $80,968-15.0% | $96,544-28.7% | $75,163-8.5% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | -2.39% | 27.06%-29.5pp | 25.84%-28.2pp | 160.62%-163.0pp |
| Employer contribution / active EE | $3,089 | $2,282+35.4% | $2,965+4.2% | $2,670+15.7% |
| Participant deferral / active EE | $4,721 | $3,928+20.2% | $4,851-2.7% | $4,125+14.5% |
| Admin fee / account holder | $6,577 | $6,724-2.2% | $8,252-20.3% | $5,651+16.4% |