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 | $129,245 | $86,286+49.8% | $111,297+16.1% | $85,850+50.5% |
| Participation rate | 73.1% | 73.3%-0.3pp | 77.3%-4.2pp | 69.3%+3.8pp |
| Annual return | 8.52% | 19.99%-11.5pp | 54.65%-46.1pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,075 | $2,043-47.4% | $2,731-60.6% | $2,565-58.1% |
| Participant deferral / active EE | $6,633 | $3,641+82.2% | $4,487+47.8% | $3,952+67.9% |
| Admin fee / account holder | $2,222 | $8,188-72.9% | $7,964-72.1% | $6,260-64.5% |