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 | $85,954 | $77,899+10.3% | $149,673-42.6% | $75,163+14.4% |
| Participation rate | 72.5% | 65.6%+6.9pp | 78.8%-6.3pp | 67.2%+5.3pp |
| Annual return | 10.40% | 31.72%-21.3pp | 134.42%-124.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,232 | $3,137-60.7% | $4,818-74.4% | $2,670-53.9% |
| Participant deferral / active EE | $2,526 | $3,411-25.9% | $5,680-55.5% | $4,125-38.8% |
| Admin fee / account holder | $2,745 | $5,956-53.9% | $13,210-79.2% | $5,651-51.4% |