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 | $67,316 | $78,422-14.2% | $95,952-29.8% | $79,858-15.7% |
| Participation rate | 74.6% | 73.5%+1.1pp | 77.1%-2.5pp | 69.6%+5.0pp |
| Annual return | 9.91% | 19.37%-9.5pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,228 | $1,945-36.9% | $2,541-51.7% | $2,471-50.3% |
| Participant deferral / active EE | $3,055 | $3,440-11.2% | $4,167-26.7% | $3,740-18.3% |
| Admin fee / account holder | $3,602 | $5,622-35.9% | $6,795-47.0% | $5,306-32.1% |