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 | $49,317 | $80,717-38.9% | $154,803-68.1% | $84,808-41.8% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.2pp | 68.3%+25.9pp |
| Annual return | 10.34% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.6pp |
| Employer contribution / active EE | $7,017 | $2,761+154.1% | $4,305+63.0% | $2,631+166.7% |
| Participant deferral / active EE | $2,197 | $3,303-33.5% | $5,540-60.4% | $4,212-47.8% |
| Admin fee / account holder | $5,411 | $6,746-19.8% | $14,329-62.2% | $7,344-26.3% |