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 | $64,841 | $86,929-25.4% | $102,423-36.7% | $80,856-19.8% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.6%+4.2pp |
| Annual return | 7.44% | 18.88%-11.4pp | 29.32%-21.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,929 | $2,369-18.6% | $3,023-36.2% | $2,755-30.0% |
| Participant deferral / active EE | $2,803 | $4,118-31.9% | $5,053-44.5% | $4,296-34.7% |
| Admin fee / account holder | $1,564 | $8,049-80.6% | $9,451-83.4% | $6,918-77.4% |