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 | $66,614 | $72,492-8.1% | $87,100-23.5% | $72,985-8.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.12% | 24.46%-12.3pp | 28.19%-16.1pp | 81.00%-68.9pp |
| Employer contribution / active EE | $2,659 | $1,894+40.4% | $2,521+5.4% | $2,440+9.0% |
| Participant deferral / active EE | $2,598 | $3,270-20.5% | $4,049-35.8% | $3,607-28.0% |
| Admin fee / account holder | $916 | $5,055-81.9% | $7,497-87.8% | $5,124-82.1% |