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 | $71,701 | $162,781-56.0% | $133,956-46.5% | $158,922-54.9% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 2.14% | 41.94%-39.8pp | 45.09%-43.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,389 | $4,975-72.1% | $3,919-64.6% | $4,761-70.8% |
| Participant deferral / active EE | $4,313 | $5,911-27.0% | $5,048-14.6% | $5,982-27.9% |
| Admin fee / account holder | $1,116 | $11,736-90.5% | $8,927-87.5% | $11,246-90.1% |