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 9-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 | $83,535 | $72,277+15.6% | $101,248-17.5% | $79,858+4.6% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 2.72% | 22.30%-19.6pp | 46.47%-43.7pp | 31.71%-29.0pp |
| Employer contribution / active EE | $1,387 | $2,692-48.5% | $3,660-62.1% | $2,471-43.8% |
| Participant deferral / active EE | $2,218 | $3,282-32.4% | $4,370-49.3% | $3,740-40.7% |
| Admin fee / account holder | $1,823 | $4,400-58.6% | $5,945-69.3% | $5,306-65.6% |