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 | $72,412 | $111,754-35.2% | $103,333-29.9% | $145,922-50.4% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 6.11% | 24.77%-18.7pp | 24.88%-18.8pp | 561.29%-555.2pp |
| Employer contribution / active EE | $10,206 | $4,212+142.3% | $3,868+163.9% | $4,660+119.0% |
| Participant deferral / active EE | $2,976 | $5,619-47.0% | $5,057-41.1% | $6,688-55.5% |
| Admin fee / account holder | $563 | $9,750-94.2% | $8,355-93.3% | $13,397-95.8% |