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 | $60,659 | $72,277-16.1% | $101,248-40.1% | $79,858-24.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.55% | 22.30%-13.7pp | 46.47%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,714 | $2,692-36.3% | $3,660-53.2% | $2,471-30.6% |
| Participant deferral / active EE | $2,034 | $3,282-38.0% | $4,370-53.5% | $3,740-45.6% |
| Admin fee / account holder | $1,161 | $4,400-73.6% | $5,945-80.5% | $5,306-78.1% |