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 3-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 | $65,720 | $109,881-40.2% | $150,045-56.2% | $84,808-22.5% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 11.99% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,432 | $3,561-59.8% | $4,693-69.5% | $2,631-45.6% |
| Participant deferral / active EE | $7,100 | $6,636+7.0% | $7,997-11.2% | $4,212+68.6% |
| Admin fee / account holder | $14,499 | $8,568+69.2% | $13,435+7.9% | $7,344+97.4% |