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 | $45,085 | $65,365-31.0% | $92,893-51.5% | $72,985-38.2% |
| Participation rate | 83.9% | 68.3%+15.6pp | 76.0%+7.9pp | 69.5%+14.4pp |
| Annual return | 5.60% | 42.10%-36.5pp | 109.41%-103.8pp | 81.00%-75.4pp |
| Employer contribution / active EE | $3,770 | $2,594+45.3% | $3,653+3.2% | $2,440+54.5% |
| Participant deferral / active EE | $6,794 | $3,128+117.2% | $4,236+60.4% | $3,607+88.3% |
| Admin fee / account holder | $3,571 | $4,251-16.0% | $5,794-38.4% | $5,124-30.3% |