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 | $59,210 | $91,190-35.1% | $178,490-66.8% | $79,858-25.9% |
| Participation rate | 74.1% | 69.2%+4.9pp | 81.9%-7.8pp | 69.6%+4.4pp |
| Annual return | 9.69% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,059 | $3,256-67.5% | $5,011-78.9% | $2,471-57.1% |
| Participant deferral / active EE | $3,392 | $3,236+4.8% | $5,202-34.8% | $3,740-9.3% |
| Admin fee / account holder | $6,067 | $6,751-10.1% | $13,984-56.6% | $5,306+14.3% |