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 | $22,601 | $81,248-72.2% | $155,509-85.5% | $80,856-72.0% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 7.18% | 33.31%-26.1pp | 64.67%-57.5pp | 35.59%-28.4pp |
| Employer contribution / active EE | $412 | $3,100-86.7% | $4,672-91.2% | $2,755-85.0% |
| Participant deferral / active EE | $2,625 | $3,452-23.9% | $5,626-53.3% | $4,296-38.9% |
| Admin fee / account holder | $1,547 | $7,997-80.7% | $15,912-90.3% | $6,918-77.6% |