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 | $42,843 | $80,717-46.9% | $154,803-72.3% | $84,808-49.5% |
| Participation rate | 96.1% | 66.8%+29.3pp | 78.1%+18.0pp | 68.3%+27.8pp |
| Annual return | 11.57% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,422 | $2,761-48.5% | $4,305-67.0% | $2,631-46.0% |
| Participant deferral / active EE | $1,904 | $3,303-42.4% | $5,540-65.6% | $4,212-54.8% |
| Admin fee / account holder | $17,635 | $6,746+161.4% | $14,329+23.1% | $7,344+140.1% |