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 | $96,361 | $58,828+63.8% | $77,999+23.5% | $62,891+53.2% |
| Participation rate | 90.9% | 71.1%+19.8pp | 75.5%+15.4pp | 69.3%+21.6pp |
| Annual return | 1.71% | 17.16%-15.4pp | 425.96%-424.3pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,098 | $2,686+52.6% | $3,497+17.2% | $3,203+28.0% |
| Admin fee / account holder | $847 | $4,393-80.7% | $5,480-84.5% | $4,296-80.3% |