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 | $50,921 | $58,523-13.0% | $99,443-48.8% | $72,985-30.2% |
| Participation rate | 80.8% | 64.6%+16.1pp | 73.8%+6.9pp | 69.5%+11.3pp |
| Annual return | 0.03% | 28.51%-28.5pp | 30.72%-30.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,788 | $1,512+18.3% | $2,540-29.6% | $2,440-26.7% |
| Participant deferral / active EE | $3,218 | $2,606+23.5% | $3,619-11.1% | $3,607-10.8% |
| Admin fee / account holder | $2,737 | $4,102-33.3% | $6,250-56.2% | $5,124-46.6% |