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 | $46,039 | $94,625-51.3% | $116,228-60.4% | $84,808-45.7% |
| Participation rate | 89.2% | 70.4%+18.7pp | 74.6%+14.6pp | 68.3%+20.9pp |
| Annual return | 9.91% | 20.40%-10.5pp | 90.06%-80.1pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,056 | $2,347-55.0% | $2,994-64.7% | $2,631-59.8% |
| Participant deferral / active EE | $2,969 | $3,972-25.2% | $4,953-40.1% | $4,212-29.5% |
| Admin fee / account holder | $3,536 | $10,091-65.0% | $11,989-70.5% | $7,344-51.9% |