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 | $100,255 | $54,705+83.3% | $71,209+40.8% | $84,808+18.2% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 12.52% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $985 | $2,158-54.3% | $2,721-63.8% | $2,631-62.5% |
| Participant deferral / active EE | $6,133 | $3,030+102.4% | $4,175+46.9% | $4,212+45.6% |
| Admin fee / account holder | $975 | $4,863-80.0% | $5,349-81.8% | $7,344-86.7% |