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 | $48,628 | $81,460-40.3% | $103,333-52.9% | $80,856-39.9% |
| Participation rate | 98.2% | 66.8%+31.4pp | 74.5%+23.7pp | 67.6%+30.6pp |
| Annual return | 9.81% | 25.55%-15.7pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,107 | $3,105-64.3% | $3,868-71.4% | $2,755-59.8% |
| Participant deferral / active EE | $5,462 | $3,869+41.2% | $5,057+8.0% | $4,296+27.1% |
| Admin fee / account holder | $3,815 | $6,566-41.9% | $8,355-54.3% | $6,918-44.8% |