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 7-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 | $69,244 | $54,762+26.4% | $90,281-23.3% | $72,985-5.1% |
| Participation rate | 90.3% | 65.1%+25.2pp | 73.3%+17.1pp | 69.5%+20.8pp |
| Annual return | 1.56% | 30.63%-29.1pp | 78.10%-76.5pp | 81.00%-79.4pp |
| Employer contribution / active EE | $1,162 | $2,092-44.5% | $2,854-59.3% | $2,440-52.4% |
| Participant deferral / active EE | $1,385 | $2,887-52.0% | $3,885-64.4% | $3,607-61.6% |
| Admin fee / account holder | $6,825 | $3,972+71.8% | $5,351+27.5% | $5,124+33.2% |