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 | $48,591 | $117,841-58.8% | $102,423-52.6% | $145,922-66.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 2.93% | 31.65%-28.7pp | 29.32%-26.4pp | 561.29%-558.4pp |
| Employer contribution / active EE | $2,715 | $3,615-24.9% | $3,023-10.2% | $4,660-41.7% |
| Participant deferral / active EE | $13,144 | $5,731+129.4% | $5,053+160.1% | $6,688+96.5% |
| Admin fee / account holder | $162,259 | $13,326+1117.6% | $9,451+1616.9% | $13,397+1111.2% |