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 8-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 | $59,701 | $148,978-59.9% | $200,582-70.2% | $84,808-29.6% |
| Participation rate | 78.8% | 84.2%-5.4pp | 86.9%-8.1pp | 68.3%+10.5pp |
| Annual return | 12.68% | 28.16%-15.5pp | 42.33%-29.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,624 | $4,815-24.7% | $6,419-43.5% | $2,631+37.7% |
| Participant deferral / active EE | $6,778 | $7,142-5.1% | $9,331-27.4% | $4,212+60.9% |
| Admin fee / account holder | $7,027 | $13,977-49.7% | $16,305-56.9% | $7,344-4.3% |