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 | $70,881 | $83,477-15.1% | $125,175-43.4% | $72,985-2.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 12.16% | 25.78%-13.6pp | 43.79%-31.6pp | 81.00%-68.8pp |
| Employer contribution / active EE | $3,342 | $2,345+42.5% | $3,865-13.6% | $2,440+37.0% |
| Participant deferral / active EE | $3,468 | $3,585-3.3% | $4,937-29.8% | $3,607-3.9% |
| Admin fee / account holder | $13,726 | $5,517+148.8% | $9,702+41.5% | $5,124+167.9% |